Presenting
Bankers Investment Trust PLC
The Bankers Investment Trust has a long history of providing growth and income returns for its shareholders through the peaks and troughs of the economy and markets. The trust aims to be a core portfolio holding for its shareholders by focusing on finding the best investment ideas globally in a bid to deliver capital growth and inflation-beating income over the long term. The trust looks for the strongest opportunities across four regions, informed by the expertise and perspectives of specialist managers. Alex Crooke – the trust’s lead manager – has decades of global equity experience and brings together regional portfolios into a single, straightforward investment, offering shareholders unique access to local expertise without the need to individually allocate to these strategies. The trust provides and effortless way to access a world of global equities, through a diversified and consistent approach to investing. An approach that has resulted in 57 years of consecutive dividend growth.
HarbourVest Global Private Equity
HarbourVest Global Private Equity (HVPE) is a listed investment company that provides investors with access to private company investments. Listed on the Main Market of the London Stock Exchange, HVPE sits in the FTSE 250 and has net assets of $4.0 billion and a market capitalisation of approximately £1.9 billion as at 30 September 2024. HVPE invests exclusively in HarbourVest managed funds. HarbourVest Partners is an independent, global private markets asset manager with over 42 years of experience.
Polar Capital Global Healthcare Trust
Polar Capital is a specialist, investment-led, active fund manager. The company prides itself on its collegiate and meritocratic culture where capacity of investment strategies is managed to enhance and protect performance. Since its foundation in 2001, it has grown steadily and currently has 14 autonomous investment teams managing specialist, active and capacity constrained portfolios, with combined AUM of £23.9 billion (as at 08 November 2024).
Schroder AsiaPacific Fund
The Schroder AsiaPacific Fund plc provides UK investors access to the high growth potential of the Asia Pacific region (excluding Japan) through a diversified portfolio of selected stocks. Managed by Richard Sennitt and Abbas Barkhordar, the fund aims for long-term capital growth by investing in high-quality, undervalued companies that are poised to benefit from Asia’s rapid economic development. Supported by over 40 analysts, the portfolio managers utilise Schroders' regional expertise to capture opportunities in both established and emerging markets.
Scottish Mortgage Investment Trust PLC
Scottish Mortgage Investment Trust is a global, unconstrained investment portfolio that offers investors access to exceptional public and private growth companies in one fund. Known for its liquid, low-cost structure and impressive long-term performance, Scottish Mortgage stands out for its commitment to identifying and investing in companies with significant growth potential over the long term. As a long-standing client of Baillie Gifford, Scottish Mortgage benefits from the firm's deep expertise in investment management. Established in 1908, Baillie Gifford has a sole focus on investment management, and has built a reputation for its forward-thinking approach, emphasising long-term possibilities over short-term probabilities. The firm encourages its investors to think creatively, without constraints, and to draw on a wide range of information sources. Baillie Gifford manages assets worth approximately £221.2 billion for clients around the globe. This partnership with Scottish Mortgage exemplifies Baillie Gifford's commitment to innovative investment strategies and its belief in the power of long-term growth opportunities.
abrdn UK Smaller Companies Growth Trust
abrdn UK Smaller Companies Growth Trust plc is a closed-end investment company listed on the London Stock Exchange. The Trust aims to achieve long-term capital growth by investing in a diversified portfolio of UK-quoted smaller companies. Managed by abrdn, the Trust focuses on high-conviction investment ideas, typically holding between 50-60 individual stocks. The portfolio is designed to capture the growth potential of smaller companies while managing risk through diversification.
