- A focused global stock-picking fund with no geographic restrictions
- Concentrated portfolio of around 30 holdings
- Risk management through selection of high quality companies
- Flexible and unconstrained mandate managed within a strict investment process
- No sector or benchmark tracked
- No income mandate.
Heritage fund management team
A strong and consistent team with rare longevity and expertise.
Notes on downloads
- Our compliance with the UK stewardship code is written in this pdf.
- The details on our fund charges and fees can be found in 'our charges explained'. These have been designed for you to use with your clients.
- Our industry trade body in the UK, The Investment Association (IA), offers additional guidance on the charges and costs of investing. Please visit the IA website.