Mirabaud UK Equity High Alpha Fund

This was our first introduction to the strategy. The team behind this have worked together for over 16 years and this is an unconstrained, and high conviction fund focused on the UK. It has 25 holdings, with a high active share class and 55% of the holdings are in the top ten. The top companies tend to have less downside risk. Although this has no bias to the size of companies it invests in it does have a tilt to mid-cap where they can the best opportunities.

The UK strategy was launched in 2017 although the actual fund goes back to 1999. They have no bias to value or growth. They are looking for quality businesses but at the right price. They do not believe that a quality business deserves a premium price, nor do they believe cheap provides value. They describe this as seeking quality franchises where the current price understates its quality….read more

Fund Facts Morningstar

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.