True to our goal for over 150 years
“We started out in 1868 investing in Emerging Market bonds including Brazil – so we have moved from literally investing in the Amazon – to purchasing Amazon.com some 140 years later.”
Paul Niven, Fund Manager
Our focus has never wavered since the day we were founded in 1868: to bring the benefits of creative and responsible investing to a wider audience. Our approach aims to deliver long-term capital and income growth. To achieve this, we invest on the world’s major stock markets in the shares of established companies, strong newcomers and rising stars in developing markets. It’s a diverse portfolio strategy that also gives investors exposure to a range of well-managed private equity funds. Whether you’re new to investing or looking to add a firm foundation to your existing portfolio, our approach could be right for you.
The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. Changes in rates of exchange may also reduce the value of your investment. Gearing is used for investment purposes to obtain, increase or reduce exposure to an asset, index or investment. The use of gearing can enhance returns to investors in a rising market, but if the market falls the losses may be greater.
Smart investing made simple
Our manager, Columbia Threadneedle offer a range of cost-effective Savings Plans
Starting from £25 per month or a lump sum of £100, with the flexibility to start and stop contributions whenever you want.
There are no dealing charges on investments made online or through a monthly direct debit.