The Fund has a proven track record since 1963

Latest Factsheet
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  • Fund administrator: Maitland Institutional Services

  • Trustee:  Northern Trust Investor Services Limited

  • Auditors:  Grant Thornton UK LLP

If you have any questions please contact us at info@sterlingim.co.uk

Investment Process

  • Every year, we meet hundreds of companies. Over the last 60 years, the Fund has invested across a variety of different industries, across market moods, and economic cycles.

  • Our default thinking is long term and our self-imposed process is rigorous and long-winded.

  • Having done that, it would be rather silly to waste all our effort and pursue a Buy on Monday, Sell on Wednesday strategy. Said differently, every purchase is undertaken with the intention to keep the company for many years. We think like owners and we act like owners.

  • Our Fund is one of UK’s oldest funds and is living proof that research-focused stock picking works. What is surprising to us is that so few in our industry are willing to follow a time-tested formula – not because they are not intelligent, but because patience is a virtue not everyone is gifted with.

  • We are known to be fussy and our due diligence is painstaking. In our view, investing differently may not guarantee success but blindly copying others guarantees mediocrity.

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

Reasons Why hundreds of investors
have invested in the Fund

We Do Not …

We are investors in the Fund, so are friends and family. We are keen to attract like-minded investors into our Fund – but only after they have fully understood what we do.

Having said that, we are keen to express in simple English…. what we don’t do.

How to Invest

Invest directly

Through our UK based fund administrators

  • Download the appropriate application form (regular or ISA) from below

  • Fill in your basic details in a simple form (no additional documents are required)

  • Make payment using a direct bank transfer (only to the account mentioned in the form and no other)

  • Post the form to Maitland Customer Service Centre, Hamilton Centre, Rodney Way, Chelmsford, CM13BY

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

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

Application Form
Application Form(ISA)
Prospectus
KIID(Acc)
KIID (Inc)
SID (Inc)
Application Form
Application Form(ISA)
Prospectus
KIID(Acc)
KIID (Inc)
SID

Platforms

As of April 2021, MI Sterling Select Companies Fund is available on the following investment platforms:
charles stanley direct

Fund Information can also be found on

Fund History

Born in 1963. So what? We are still young.

One of the UK’s Oldest Funds

Greene & Co were stockbrokers who offered institutional broking and private client services. In 1963, the firm set up the Discretionary Fund (one of the first unit trusts in the UK) to provide a collective investment scheme for retail clients. The Fund management company remained a separate entity, though there were common directors and shareholders.

Genesis

Greene underwent several changes of ownership:

  • Middleton first became Gerrard.

  • Old Mutual acquired Gerrard in March 2000, in a deal valued at £525m, forming Gerrard Management Services.

  • In 2003, Barclays Bank acquired the broking business from Old Mutual Plc.

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