Sterling Active Fund (SAF)
Launched on 1 October 2020 with the sub-fund created on 1 January 2021.
Sterling Active Fund adopts the same investment strategy and approach as the predecessor fund (SSVI):
- Invests in a concentrated portfolio of small and mid-cap companies listed on the major European exchanges.
- Is sector agnostic with a target universe of more than 1,500 companies.
Since its launch, SAF has exited 12 investments with exceptional returns.
During its 25+ years of activity, SSVI and SAF have completed 66 investments of which 59 resulted in a positive return.
Sterling Active Fund adopts the same investment strategy and approach as the predecessor fund (SSVI):
- Invests in a concentrated portfolio of small and mid-cap companies listed on the major European exchanges.
- Is sector agnostic with a target universe of more than 1,500 companies.
Since its launch, SAF has exited 12 investments with exceptional returns.
During its 25+ years of activity, SSVI and SAF have completed 66 investments of which 59 resulted in a positive return.
Investment Team
Long track record in implementing an active ownership strategy
Advisory Committee
The Advisory Committee provides independent advice to the Investment Committee
