Overview
Portfolio managers James Dow and Ross Mathison discuss current views and portfolio positioning against the backdrop of rising interest rates and market volatility.
Related insights
UK Growth Trust: manager update
Iain McCombie and Milena Mileva on navigating growth investment in volatile markets.July 2024
38 minutesEuropean Fund: inflection points
Adapting to changing market conditions and focusing on dynamic growth companies in Europe.June 2024
24 minutesWebinar: Why growth? Why now?
Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.April 2024
59 minutes
Related funds
Responsible Global Equity Income Fund
The Responsible Global Equity Income Fund aims to achieve (after deduction of costs) growth in both income and capital over rolling five-year periods, while delivering a yield higher than that of the MSCI ACWI Index, over the longer term by investing responsibly.Worldwide Responsible Global Dividend Growth Fund
The Fund aims to achieve a higher level of income than global equities whilst, over the longer term, achieving growth in both income and capital by investing primarily in shares of companies anywhere in the world which meet the relevant environmental, social and governance criteria and will exclude companies from certain industries and companies which are inconsistent with the principles of United Nations Global Compact for Business.