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Fund manager

Managers in the Fund
The Managers selected for the Fund, Investec, FOUR Capital and Henderson, all have different processes for finding returns.

Investec – 33% of Fund*
Investec uses an intuitive quantitative screening methodology to identify potential investment opportunities, seeking to identify stocks attractive on growth, valuation and technical criteria. Unlike Bernstein, deep fundamental research is not a key driver of this proposition, but the level of due diligence undertaken on stocks after screening is sufficient to support the process. The process does not have a persistent style bias.

FOUR Capital – 33% of the Fund*
FOUR is a new boutique, established in March 2007, however the managers are seasoned investment professionals with strong track records having previously worked together while at Schroders. Russell’s positive view on FOUR is based in part on the team’s experience, judgment, and positive group interaction. Security selection is the driver of FOUR’s investment proposition. Their process involves a long-term cashflow and return analysis to establish the true worth of a business. Where the stockmarket’s valuation of a business underestimates current assets or future growth, they take significant positions.

Henderson – 33% of the Fund*
Henderson has an extremely flexible investment process that should help the manager to perform in the current uncertain environment. Their process is underpinned by a strong valuation discipline and the portfolio managers are adaptive in their use of a wide range of valuation metrics when assessing companies. The Fund is managed by two lead portfolio managers, Graeme Kitchen and Andrew Jones, who previously worked together while at Invesco, and Russell regards Graeme and Andrew highly for a number of years. Their contrarian approach and strong focus on valuation will mean their portfolios will have a bias towards temporarily out of favour stocks with solid medium-term prospects.

*Target Weights

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Scottish Widows Investment Partnership Limited (SWIP) is registered in England and Wales, Company No. 794936. Registered Office is at 33 Old Broad Street, London EC2N 1HZ. Tel: 0131 655 8500. SWIP is authorised and regulated by the Financial Services Authority and is entered on their register under number 193707 (www.fsa.gov.uk).