Securities Trust of Scotland plc

The number of OEICs and Investment Trusts within the global sector is vast and therefore searching out something different is getting harder to do. Mark Whitehead took on this fund in 2016 and has since looked to develop it into what he would like to see going forward. Previously he worked for Sarasin and Partners.

The aim is to develop a global portfolio of investments which deliver a growing dividend yield. However, where he feels there is a point of difference, is that Mark feels that in achieving these investors should not compromise on growth. So effectively this is an income and growth strategy… more

Fund Facts Morningstar


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