20 best funds of the 21st century


We were ranked 3rd among  thousands of funds.


The Sterling Select Companies Fund has been delivering returns since 1963.


We are authorised and regulated by the FCA.

The UK market has over 3000 Funds  - our fund is the UK's  18th oldest.

Over the last 57 years, an investment of £1000 would have grown to £1 million, and more.


Growing investor savings for 57 years with a mindset of Day 1

What we do and how we do it

As an independent investment management boutique, we manage money for hundreds of investors with care and patience.

Our common sense approach results in a portfolio that is distinct from other funds or index. 

Invest in hidden gems

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

Purposeful businesses 

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

People we trust

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

Why have hundreds of individuals and families invested with us?

Alignment 


We believe in what we do - we are investors in the Fund ourselves.

Similarly, we seek owner-operated companies where managements are fully aligned and invested.

Discount Protection


The Fund is FCA regulated and open ended. 

Unlike an investment trust,  our Fund cannot trade at a discount to NAV. 

Convenience


Buying or selling units is easy and straightforward. 


Investors can access all of our expertise through one simple Fund holding.

Different


Our unique companies could easily complement your existing portfolio.


Compare our Fund holdings for yourself.

A long-term mindset

Our Fund has one of the longest track records of strong performance - dating back to 1963.

An investment of  £1,000  would have grown to...

Fund documents and the most up to date performance figures can be found on our latest factsheet, please  click here

To read more about the Fund please click here