Rupert C. Morrell

PFM is an active, team-based manager which does not follow any investment style or view. Investment managers follow their own proven investment philosophy and process with a strong focus on sharing ideas and working within clear investment mandates and a strong risk management and compliance culture. The firm’s multi-asset funds include income, conservative growth, balanced and risk-targeted profiled funds to meet different client investment objectives and risk profiles. Their UK equity funds are focused mainly on UK larger and mid-cap companies and specialist strategies, while their global equity funds cover growth, income and specialist strategies.