Investment Trusts and OEICs

We focus on investing in Investment Trusts and Open Ended Investment Companies (OEICs).  Investment Trusts or OEICs are made up of shares in a number of different companies, thus spreading the risk and the volatility associated with individual shares.
 
There are many funds which offer specialist investment in most asset classes, markets and sectors.  We are able to select the most talented fund managers wherever they work.  Many aim to offer higher returns by managing limited pools of capital.  Our preference is to select funds where managers have a substantial commitment of their own money invested alongside our own clients.   

There can also be tax advantages in using funds.  There is usually no capital gains tax within the funds, allowing portfolios to be constantly updated without paying tax along the way.