Baillie Gifford UK Growth
The Baillie Gifford UK Growth Fund PLC is an investment trust which brings Baillie Gifford’s long-term growth philosophy home to the UK. As high conviction active managers we are looking for firms with sustainable competitive positions and strong corporate cultures. Companies that we believe can deliver superior earnings growth over many years. This is a best ideas portfolio investing in what we consider to be the most exciting businesses listed on the domestic stock market. Find out more at www.bailliegifford.com
Fidelity Special Values Trust
This value contrarian trust is focused on the UK but invests up to 20% in overseas markets. Portfolio manager Alex Wright seeks out stocks that he believes are undervalued by the market and whose growth potential has yet to be appreciated by other investors.
Fundsmith Emerging Equities Trust
The Fundsmith Emerging Equities Trust listed in 2014 to replicate the strategy of the Fundsmith Equity Fund in emerging and frontier markets. The trust seeks to invest in attractive businesses that generate high returns with the ability to reinvest those cash flows to compound growth. The companies in which we invest in tend to have relatively predictable revenues, low capital intensity, and correspondingly high returns on capital. Typically they have defensible and strong market positions within fast growing end markets. We aim to buy these companies at a reasonable valuation. Once we have invested in a high quality company, we seek to own it for the very long term.
Henderson Alternative Strategies Trust
The Company exploits global opportunities not normally readily accessible in one vehicle to provide long-term growth to shareholders via a diversified, international, multi-strategy portfolio which also offers access to specialist funds including hedge and private equity. The Company aims to outperform the FTSE World Total Return Index on a total return basis (a combination of income and capital growth) in Sterling terms.
Lowland Investment Company
The Company aims to give shareholders a higher than average return with growth of both capital and income over the medium to long term. The Company’s policy is to invest in a broad spread of predominantly UK companies of differing sizes with normally not more than half by value coming from the largest 100 UK companies and the balance from small and medium sized companies.