Focused on growth

The Growth Trust is managed by a small, entrepreneurial
team led by Robert Churchlow.

Because they are a small team, they are able to respond quickly to new investment opportunities that are identified in
the market. In fact, the fund is free to invest across the UK stockmarket – the only obligation being to pursue growth.

To meet the Growth Trust’s focus, the team maintain investments only in a core of around 25 companies, each one hand-picked for the opportunities the team believe they offer to grow your money. This means that the Growth Trust may present more risk to your investment than some of our traditional funds.

The companies the trust invest in are selected for their sustained competitive advantage, because they are leaders in their market and because of their good cashflow returns.

Some companies you may not be familiar with, others are household names such as Centrica and National Grid. See the Growth Trust factsheet (PDF 44KB) for our current top 10 holdings.