Our Fund
We manage the Sterling Select Companies Fund – a UK UCITS which holds a portfolio of excellent businesses.
We seek overlooked, under-researched and mispriced companies.
This discipline has turned an investment of £1 into £900.
Not a typo.
Unlike Investment Trusts(a) you do not suffer discounts to NAV when you sell (b) you do not have to worry about “liquidity” (c) nor do you suffer bid-offer spreads
Our Fund is simple & open-ended. This means:
- No exit fee or early redemption fee
- No lock-ins. You get your money back – as and when you want
- You can invest via many good platforms
Other Reasons
Why hundreds of investors have invested in the Fund ?
Liquidity
The UCITS open-ended structure allows daily dealing. Investors never suffer from NAV discounts as in investment trusts.
Governance
The Fund is FCA regulated and has multiple layers of oversight: ACD, Custodian, Trustees and its own Board of Independent Directors.
Performance + Access
Our wide network allows us access to interesting opportunities including IPOs, discounted placings, liquidity events and blocks of shares.
How to invest
Invest directly
The full process is managed by our friendly UK-based fund administrators out of Peterborough.
Please undertake the following steps if you are a first-time investor. Top-up investing is even more simpler.
- 1Download the application form (regular or ISA)
- 2Fill in a simple form (no additional documents are required)
- 3Make payment to the right bank account
- 4Post the form to Yealand Fund Services, Stuart House, St John’s St, Peterborough PE1 5DD
Platforms
Search for *YFS Sterling Select Companies Fund* on any good platform.
If your preferred platform does not have our Fund enlisted, please let us know and we can get working!
Also featured in
Fund was started in 1963
A quick history for the enthusiast.
Greene & Company were stockbrokers in 1960. They created a collective vehicle for their private clients in 1963, the same Fund we continue to manage today.
- Greene was acquired by Greig Middleton which then became Gerrard Limited.
- Gerrard became a public company in 1962 (it claimed a history of more than 200 years).
- Capel Cure Sharp (then owned by Old Mutual) acquired Gerrard in March 2000 in a deal worth £525 million!
Gerrard is also mentioned in two of the volumes of David Kynaston’s classic multi-volume history of the City of London, available at the Barbican Library (definitely worth a read about London Financial history). It is doubtful any city in the world, including New York, can match London’s very rich financial history.
In 2003, Barclays Bank acquired the broking business from Old Mutual plc. As we stand today, the Fund is the 18th oldest fund in the UK.
The Fund was born in 1963 and remains young at heart.