We are investors in the Fund.

We are keen to attract like minded investors to invest too – but only after they have fully understood – our what, how and why.

People first

Business is about people. We are seeking leaders with integrity, energy, and intelligence.

Special businesses

We seek special companies with a large addressable market, tailwinds, and attractive financials.

Diversified portfolio

Each company is carefully chosen, one at a time. Industry diversification further minimises risk.

We are seeking undiscovered gems that are below the radar of larger institutional funds. This allows us an attractive entry valuation and re-rating potential. Ultimately, the three words we love are Margin of Safety.

Reasons why hundreds of investors have invested in the Fund

Liquidity

The UCITS open-ended structure allows daily dealing. Investors never suffer from NAV discounts as in investment trusts.

Governance

The Fund is FCA regulated and has multiple layers of oversight: ACD, Custodian and its own independent Board of Directors.

Access

Our wide network allows us access to interesting opportunities such as discounted placings, liquidity events, IPOs and blocks of shares.

We do not…

It is also important to share, in simple English, what we do  NOT do.

Never try to be clever

We do not attempt to time the market. Our style does not involve algorithms or other forms of black magic.

Never copy the index

We do not hide behind any index or popular companies. Portfolio construction is bottom-up.

Never charge hidden fees

There is no entry or exit fee. There is no performance fees either. We don't do hidden fees either.

Never compromise

We do not invest in businesses we do not understand. We are known for our no-nonsense approach.

How to Invest

1. Invest directly

Through our UK based fund administrators

The above steps are required for the first time set up only.

For top-up investment, you do not need the form again.

2. Platforms

YFS Sterling Select Companies Fund is available on all good  platforms. If your preferred platform is not listed, please let us know so we can get working.

Fund History : 60 but young at heart

In the 1960's Greene & Company were stockbrokers for institutions and private clients.

Greene & Company was acquired by Greig Middleton & Co. Then Greig Middleton became Gerrard Limited.
Gerrard & National plc, which was registered as a private company in 1948 as Gerrard & Reid Ltd, became a public company in 1962 (it claimed a history of more than 200 years). Gerrard & National plc then became Gerrard Group plc on 24th December 1996.

Old Mutual (owned Capel Cure Sharp) then acquired Gerrard in March 2000 in a deal valued at £525 million. The new broking entity was called Gerrard Management Services Limited.

In 2003, Barclays Bank acquired the broking business from Old Mutual plc.
Gerrard is also mentioned in two of the volumes of David Kynaston’s classic multi-volume history of the City of London, available at the Barbican Library.

As of 2024, the Fund is the 18th oldest fund in the UK.