Equities

Equities

These funds are invested in global and UK equities, which can be combined to meet a specific investment objective. They are available as actively managed funds or passive index trackers. In addition, there is the diversified equity range, which is a combination of passive and active styles.

We have two flagship funds in this range, the Select World Equity Fund (WEF) and Select UK Equity Fund.

The Select World Equity Fund (WEF) offers best of breed strategies from around the world, giving investors a diversified equity-based portfolio. The Fund is actively managed and adopts both strategic long-term and tactical allocation views to take advantage of movements in global markets.

The Select UK Equity Fund offers exposure to some of the UK’s leading managers, providing investors with a diversified portfolio where each manager demonstrates different investment characteristics. The Fund is actively managed and targets a higher alpha target than a core strategy, but with a reduced risk profile compared to that of the underlying managers within the Fund.