Trust underpins everything we do

Our goal is to deliver long-term superior returns for our clients.

We manage the YFS Sterling Select Companies Fund – a portfolio of diverse businesses led by people we trust and admire.

We focus on smaller companies which are often overlooked, under-researched and mispriced. These hidden gems are often missed by other mainstream Funds.

We are different. Whether it is the number of holdings or portfolio allocations, we invest with conviction. Read more about our proprietary techniques under the Fund section.

We are an independent boutique. Whether we are running our own company or investing, we always think like owners. More under About Us

Quite obviously, we are investors in the Fund ourselves. However, please seek advice from your financial advisor or IFA whether our Fund is suitable for you. It may not be.

Our fund has been delivering returns since 1963.

An investment of £1,000 would have grown to more than £600,000, after all, charges and fees.

Our Fund will suit for those who are seeking to compound their hard-earned money, over a long period of time.

The Fund qualifies to save tax-free with Individual Savings Accounts(ISA) and SIPPS but please seek advice from a known IFA.

Our fund has been delivering returns since 1963.

An investment of £1,000 would have grown to more than £700,000 as of 31 July 2022.
We aspire to be the best, not the biggest.
Trust underpins everything we do.

What We Do

  • As a regulated firm, we manage a FCA regulated daily dealing Fund in the UK.

  • The Fund is a collective and comprises of around 35 small and interesting companies.

  • Through one Fund holding, investors can conveniently access this portfolio and benefit from a diverse collection of different businesses – instantly

  • You can invest through several platforms or directly through our Chelmsford-based administrators.

  • We eat our own cooking and are invested in the Fund.

What about ESG?

Every few years, our industry comes up with new “themes.” The latest anthem is Environmental, Social and Governance.

ESG considerations were naturally incorporated into our research and investment process long before ESG came under the public spotlight.

Our core belief has always been: investing in companies that make our society better. There is more on the Companies page but the summary is: our research differentiates between tick-boxers (green washers) and those genuine management teams who really believe in the virtuous cycle of capital allocation, good business practices and delivering returns for all stakeholders. These were joint at the hip 100 years ago – and will remain connected 100 years from now.

Long-term means long term

Our investment style does not involve day-trading, clever algorithms or any other forms of black magic (or short-cuts).

Nor do we have the power to turn people into overnight millionaires.

We typically invest in companies with a 3 to 5-year time horizon and often end up running our winners i.e. holding them for longer. We expect our investors to mirror a similar attitude.

How do we do it

For nearly 60 years, the Fund has invested across a variety of different industries.

Though we meet hundreds of companies every year, we are known to be picky and fussy.

We look for

People we trust

Trust underpins everything we do. We believe business is about people and invest only in people we trust and admire.

Purposeful business

Our investment portfolio consists of good businesses that serve our society and make this world a better place.

Hidden gems

We deliberately seek out overlooked companies that are below the radar of larger institutional funds.

Our common-sense approach results in a portfolio that is distinct from other funds or index. To confirm, compare our Fund holdings for yourself.

As an independent investment boutique, we invest with care and patience. Hundreds of investors have invested with us since 1963.

Aligned

We eat our own cooking – we are investors in the Fund ourselves.
Similarly, we seek management teams which are fully aligned and invested in their companies.

Protection

Sterling is based in the United Kingdom and is authorised and regulated by the FCA. Our Fund, YFS Sterling Select Companies Fund is open-ended and calculates its NAV daily. This ensures investors can exit the Fund at NAV and are protected from any discounts (as is usually the case with Investment Trusts).

Convenience

Investors can access all our expertise and intensive research through one simple Fund holding under YFS Sterling Select Companies Fund. The Fund is FCA approved; it also qualifies for SIPP and ISA investment.

Buying or selling units is easy and straightforward. You can invest through several well-established platforms OR directly through our first-class administrator, Yealand Fund Services, who are based in Peterborough.

Different

The Fund seeks unique companies that are undervalued. Our Fund could easily complement your existing portfolio. Compare our Fund holdings for yourself.

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