Direct Equity Strategy

This strategy is particularly useful for investors that require lower volatility, medium to long term equity investment and/or seek some inflation protection as a key component of their overall investment strategy.

The Direct Equity Strategy is available in sterling, euros and US dollars. Alternative currency options are available on request. The Direct Equity Strategy does not aim to reproduce a “benchmark” return, but rather focuses on meeting investor expectations.

• Portfolio of UK, US and European direct equities.
• Typically, large market capitalisation companies.
• High degree of personal contact.
• Ability to phase investments.
• Annual meetings with financial adviser and client (if required).
• Frequent and detailed reporting.
• Transparent fees with institutional dealing.

Important Information

Changes in rates of exchange may have an adverse effect on value, price or income of an investment.