Trust underpins everything

We were born to invest.

For more than 60 years, our Fund has invested in overlooked and undervalued smaller companies.

We are an independent, founder-led investment firm. As owners, we invest in the Fund ourselves.

Of course, we are keen to grow the fund and attract other like-minded investors, but only after they have fully understood:

  • What we do
  • Why we do what we do
Melwin Mehta, Founder: we are not index huggers

Proven track record

£1,000 invested in the Fund would have grown to more than £900,000.

Our Fund has been investing since 1963 and has lived through recessions, booms, crashes and inflation.. and everything else.

Sterling Select Companies Fund is an open-ended UK UCITS Fund regulated by the FCA in United Kingdom.

The open-ended fund structure means

  • No exit fee or early redemption fee
  • No lock-ins. You can get your money back – when you want it
  • You do not suffer NAV discounts of Investment Trusts
Our investors' money has grown around 700 times since 1963

Why Invest with us?

Smaller Companies

Smaller companies often receive less attention. We research hundreds of ignored companies and invest in hidden gems.

Change

Continuous change creates new opportunities for vigilant investors.

People

Business is all about people.

You understand a business better when you know the people running it.

Hence, every year, we meet hundreds of management teams because we want to understand their ethos and thinking.

We are fussy. Inspite of meeting hundreds of companies, we end up investing only in a select few.

The Sunday Times: 20 best funds of the 21st century

Why UK Smaller Companies?

Smaller companies have delivered 17 times higher returns; every £1 invested is worth £25,522

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