Investment philosophy

Our investment approach

Our investment approach is designed to deliver the right outcomes for clients by giving our experienced and talented investment managers the freedom to perform within an appropriate risk and compliance framework.

Our investment managers and their teams do not have to follow any particular company investment style or view.  Instead, they are free to follow their own proven investment philosophy and process, but always with a strong focus on sharing ideas and working within clear investment mandates and our strong risk management and compliance culture.


  • Independent teams.
  • No house view or house style.
  • Free to invest without corporate constraints.
  • Free to share ideas across investment teams.
  • Strong focus on clear mandates, risk and compliance.













Risk warning

Please remember that past performance is not a guide to future returns and the price of shares and the income from them may go down as well as up and you could get back less than you invested. Reference to any particular fund does not constitute a recommendation to buy or sell the fund. If you do not have professional experience in matters relating to investments, please speak with a financial adviser before making an investment decision.

A free, English language copy of the full prospectus for each Fund, the Key Investor Information Document and Supplementary Information Document, which include the important information you need to consider before making an investment decision, are available on this website or copies can be sent to you on request. See ‘Contact Us’ for more details.