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| Foreign & Colonial
Investment Trust Plc |
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Foreign & Colonial Investment
Trust has been a pioneer in the concept of collective investment,
and has helped provide smaller investors with the same advantage
as the larger institutions, by reducing risk through a spread of
investments. As well as being the oldest investment trust, it is
also one of the largest global growth investment trusts in the
world, and currently owns shares in more than 650 companies in
36 different countries.
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| Foreign & Colonial
Smaller Companies Plc |
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This Trust is actually the only
investment trust specialising in smaller company investment on
a global basis, and it has a focus on identifying undervalued companies
with strong growth potential. The Trust invests in smaller companies
worldwide in order to secure a high total return.
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| Henderson UK Index
Fund |
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The fund aims to track the returns
of the FTSE All-Share Index by investing in UK company shares.
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| HTR Preference
and Bond Unit Trust |
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To provide a return by investing
primarily in sterling denominated preference shares, Government
securities, corporate bonds, Eurobonds and other bonds. Where the
Fund invests in currencies other than sterling, the Fund will always
be hedged at least 80% to sterling in aggregate. The Fund may invest
in other transferable securities, money market instruments, derivatives
and forward transactions, deposits and units in collective investment
schemes.
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| Mercury Keystone
Investment Trust Plc |
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Keystone Investment Trust plc’s
objective is to provide shareholders with long-term growth of capital,
mainly from UK investments.
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| Murray Income
Trust Plc |
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The objective of Murray Income
Trust PLC is to achieve a high and growing income combined with
capital growth through investment in a portfolio of UK equities.
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| Newton European
Fund |
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This Fund offers diversified
exposure to blue chip corporate Europe through a concentrated portfolio
of high conviction holdings. The Fund aims to optimise long-term
capital growth.
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| Newton Higher
Income Fund |
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This Fund is designed to provide
an attractive level of income together with the potential for capital
growth. It invests in stocks drawn from the largest 350 companies
in the UK and has become one of the most popular funds in the industry.
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| Newton Income
Fund |
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This Fund could be an ideal
folding for an investor seeking to achieve income and capital growth
from an actively managed portfolio of predominantly UK equities.
The Fund invests mainly in large UK companies.
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| Newton Managed
Fund |
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This Fund is designed to offer
investors the opportunity for capital growth from a wide range
of equity and fixed interest investments from around the world.
The Fund is actively managed and could be an ideal holding for
any investor who is uncertain as to how to structure and oversee
a portfolio of investments.
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| Scottish Mortgage
and Trust Plc |
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Scottish Mortgage Investment
Trust PLC is a low cost investment trust that aims to maximise
total returns from a focused and actively managed portfolio. It
invests globally, looking for strong businesses with above-average
returns and aims to achieve a greater return than the FTSE All-World
Index (in sterling terms) over a five year rolling period.
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| State Street
Europe Ex UK Equity Tracker Funds |
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The Fund invests in shares of
companies in the FTSE All-World Developed Europe ex UK Index that
are considered to accurately reflect the performance of the index.
The Fund may also invest in transferable securities, money market
instruments, warrants, units in collective investment schemes,
deposits and derivatives, and in collective investment schemes
managed by companies in the same group as the Manager.
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| State Street
Japan Equity Tracker Funds |
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The Fund invests in shares of
companies in the FTSE All-World Japan Index that are considered
to accurately reflect the performance of the index. It may also
invest in transferable securities, money market instruments, warrants,
units in collective investment schemes, deposits, derivatives and
in collective investment schemes managed by companies in the same
group as the Manager.
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| State Street
North American Equity Equity Tracker Funds |
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The Fund invests in the shares
of companies in the FTSE All-World Developed North America Index
that are considered to accurately reflect the performance of the
index. The Fund may also invest in transferable securities, money
market instruments, warrants, units in collective investment schemes,
deposits and derivatives, and in collective investment schemes
managed by companies in the same group as the Manager.
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| TR City of London
Investment Trust Plc |
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The City of London Investment
Trust aims for long-term income and growth from selected UK equities,
with a strong focus on increasing dividends. Launched in 1891,
it invests mainly in large UK companies with around 80% of the
portfolio held in FTSE 100 stocks.
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