Our experienced team hold investment management committee meetings monthly to review strategy, allocation and individual investments. We are independently minded and careful in our decision-making. And with our in-depth experience of institutional fund management and discretionary funds, our heads are not easily turned by fashion.



We focus on making sure that income generation is both sustainable and capable of growing, especially in the current climate of depressed bank deposit and gilt returns.



We put the emphasis on a sensible spread of risk in our investment models. As well as diversifying investment funds to mitigate individual fund risk, we make sure there is no unintended correlation across individual investments.



We aim for low turnover of investments. We believe high turnover investment funds underperform their more restrained competitors over time and mean additional costs for investors. Also, we see low investment turnover as confirmation of a correct investment strategy.







