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The Collins Stewart UK Focus Fund

Fund overview and investment objective
The investment objective of the Fund is to seek to produce long term capital growth in excess of the FTSE All Share Index. The fund will focus on the manager’s best investment ideas. The fund will invest in great businesses, earning good returns, available at attractive valuations.

The fund’s main investment features include

  • Concentrated, best ideas product.
  • The fund invests primarily in UK quoted companies and is unconstrained by size.
  • Focusing on undervalued companies that have sound fundamentals. Our preference is for simple, understandable businesses that may be out of favour for some reason.

Managed by David Shapiro who has 20 years experience researching and managing UK equities.

Fund Manager webcast

David Shapiro talks about the UK Focus Fund's characteristics, the investment strategy and his management style.