20 best funds of the 21st century,
ranking 3rd among 3000 plus funds.
The Sterling Select Companies Fund has been delivering returns since 1963.
An investment of £1000 would have grown to £1 million, and more.
Client interests come first. We aspire to be the best not the largest.
We invest like owners - responsibly and with care.
Trust underpins everything we do.
What we do and how we do it
We are an independent investment boutique and manage money for hundreds of investors for the long term, with care and patience.
Our purpose is to compound our investors capital by investing in companies that serve a purpose.
Our common sense approach results in a portfolio that is distinct from other funds or index. Compare our Fund holdings for yourself.
People we trust
Trust underpins everything we do. We believe business is about people and invest only in people we trust and admire.
Purposeful businesses
Our investment portfolio consists of good businesses that serve our society and make this world a better place.
Invest in hidden gems
We deliberately seek out overlooked companies that are below the radar of larger institutional funds.
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
We are authorised and regulated by the FCA in the United Kingdom.
The Fund is 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.
Long-term means long term
Our Fund is the 18th oldest fund and 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
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