Smaller funds (under £500M AUM) with strong risk-adjusted returns — often missed by mainstream coverage.
Top-quartile returns over 3 and 5 years with below-average volatility. Built for the long haul.
At least 10 years of history with manager tenure of 5+ years — experience through multiple market cycles.
Outperformed their stated benchmark over both 3Y and 5Y on a net-of-fees basis.
SFDR Article 8 or 9 classification, or UK SDR Sustainability Focus / Impact label.
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