Trust & Fund Exhibitors

The following list are the Investment Trusts and Funds coming to our May event and a few of those who have previously exhibited.





Impax Asset Management

International Biotechnology Trust



New River REIT

Supermarket REIT

Urban Logisitcs REIT

Polar Capital

The Association of Investment Companies (AIC) was founded in 1932 to represent the interests of the investment trust industry – the oldest form of collective investment. Today, the AIC represents a broad range of investment companies, incorporating investment trusts, VCTs and other closed-end funds.
The AIC is the trade body for closed-ended investment companies. The association represents a broad range of closed-ended investment companies, incorporating investment trusts, offshore investment companies, REITs and Venture Capital Trusts (VCTs).

Urban Logistics REIT plc

Urban Logistics REIT plc is a property investment company, quoted on the London Stock Exchange (AIM: SHED). The Company listed in 2016 and has been established to invest in UK-based logistics properties with the objective of generating attractive dividends and capital returns for its shareholders. Its investment strategy is focussed on strategically located smaller single-let properties servicing high-quality tenants including DHL, Boots, XPO, Culina, Travis Perkins. Investment returns will be generated by an experienced management team led by Richard Moffitt, focusing on quality stock selection and active asset management.

A number of structural and commercial factors support the opportunity in the last mile / regional industrial and logistics real estate sub-sectors targeted by the Company, including: strong occupier demand (driven by the growth of e-commerce and investment by retailers in their supply chains) and a decline in the supply of smaller sized lettable space in industrial and logistics real estate across the UK.

The Company’s attractive income profile means it targets a growing dividend to investors as well as a total return.

GRIT Real Estate Investment Group
Grit is listed in London, Johannesburg and Mauritius.
The Company is a real estate income group that generates superior US dollar and Euro yield for investors by investing in a diversified portfolio of high-quality real estate assets across the African continent and Indian Ocean Islands, excluding South Africa, anchored by blue-chip, international tenants.
Grit’s strong management team has over 59 years’ experience on the continent and is supported by in-country asset and property managers. Key executives are significantly invested in the Company on a no free carry basis, ensuring alignment with shareholders.

Interactive Investor
Launched in 1995, interactive investor (ii) is an award-winning, online investment service that provides retail investors with unbiased financial information together with the tools and trading environment they need to make confident and informed investment decisions.
Whilst, as an execution-only broker, ii does not offer advice, it does offer a comprehensive range of financial services. You can choose from investment options including Trading, SIPP, ISA and Junior ISA accounts, an extensive research range, investment filters and a selection of ready-made investment options.

Since Montanaro was founded in 1991 its focus has been on generating superior investment returns for clients by exclusively investing in Small & MidCap companies.
To achieve this, Montanaro invests in “Quality Growth” businesses which possess the ability to deliver sustainable returns to shareholders.
We are conservative: we invest only in the highest “Quality Growth” companies
We focus on identifying the highest Quality Growth companies in our investment universe. We do so because, in our opinion, these are the companies that deliver the highest returns over the long run. Doing this does not mean that we compromise on valuation: it is possible for “Quality Growth” to come at a reasonable price.
We are genuinely long-term: a low turnover, Buy & Hold approach
Everyone says it, but very few do it: we are truly long-term investors. Our ideal holding period is “forever” and many of the companies we hold today have been in our funds for over a decade, some for 20 years. This is one reason why we do not always greet takeovers with the short-term joy felt by others.
We do not have Star Fund Managers: we work as a Team
SmallCap investing is challenging without a cohesive team of people who work together. Our flat structure ensures everyone has a voice. Our Investment Committee is a democratic body where all members have a vote.

Kepler Partners
An entirely independent source of investment bank quality research for discretionary fund managers, produced by the investment companies team at Kepler Partners.

We specialise in building and executing bespoke marketing plans that are agreed with both the manager and board of the company. We work closely alongside existing corporate brokers, and have unparalleled capabilities to reach investors based across the whole of the UK, Ireland, Channel Islands and Isle of Man.
We have achieved measurable success for clients in our objectives of broadening the shareholder base, increasing liquidity and narrowing the discount to NAV at which shares trade.

Polar Capital LLP
Polar Capital is the investment manager for three investment trusts:
Polar Capital Technology Trust plc (PCT)
Polar Capital Global Healthcare Trust plc (PCGH)
Polar Capital Global Financials Trust plc (PCFT)

Polar Capital Technology Trust plc provides investors with access to the potential of companies in the global technology sector.
Managed by a team of dedicated technology specialists, PCT has grown to become a leading European investor with a multi-cycle track record – a result of the managers’ approach to investing, with the ability to spot developing technology trends early on and to invest in those companies best placed to exploit them.

Tellworth Investments
Tellworth Investments (“Tellworth”) is a BennBridge boutique, founded by experienced investment duo Paul Marriage and John Warren. Paul and John previously ran an established and multi-award winning UK equity long-short strategy with a long track record at Schroders and Cazenove Capital. Paul and John are now operating as fund managers for Benn Bridge, the appointed investment manager.
The award-winning UK equity long-short strategy has a long track record with an annualised return +10.2% since launch in May 2005. As specialists in UK small and mid-cap stock picking, the Tellworth team aim to build on previous success and strive to deliver strong investment returns.
Paul and John previously also ran the Cazenove UK Smaller Companies Fund, a multi-award leader in the UK long only small cap market.
Assets under management are around £500m as at 31 October 2018.

We believe that:
Capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential investments in human capital, infrastructure and resource efficiency.
These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt.
Fundamental analysis which incorporates long term risks, including environmental, social and governance (ESG) factors, enhances investment decisions.
We invest in companies and assets that are well positioned to benefit from the shift to a more sustainable global economy.
We offer a well-rounded suite of investment solutions spanning multiple asset classes seeking superior risk-adjusted returns over the medium to long term.
Across our investment portfolios, we seek higher quality companies with strong business models that demonstrate sound management of risk.

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