The TILLIT Investment Committee has confirmed and onboarded four new funds to the TILLIT Universe.
“As Value continues to gain prominence after a decade or more in the doldrums we have maintained a commitment to seeking out and adding funds that we believe are best in class in this category. Additionally, we have added a fund focused on Artificial Intelligence (AI) that also utilises AI capabilities in its decision-making process. The new funds added to the TILLIT platform include a US special situations fund, an Artificial Intelligence fund, a European fund with sustainability attributes, a UK deep value fund, and a go-anywhere global fund. We are always looking for exceptional funds to add to the TILLIT Universe. The latest additions provide our clients with a wider range of investment options empowering them to stay in control of their portfolio and make great long-term investment decisions.”
Sheridan Admans, Head of Fund Selection, TILLIT.
Details of the new funds
EdenTree Responsible & Sustainable European Equity
This European equity fund combines a disciplined value-style approach to stock picking with sustainable qualification criteria to identify the best investment opportunities. The managers look for companies that are currently out of favor but with strong underlying fundamentals and potential for recovery. Read more
Fidelity American Special Situations
US equity value fund which looks for undervalued stocks that benefit from underlying long-term growth trends. The managers look for companies with high-quality, durable business models and they screen out dying industries to avoid value traps. Read more
Sanlam Global Artificial Intelligence
A global equity fund that invests in companies whose main activities are in developing, researching, or using Artificial Intelligence (AI). In addition, AI is a core part of the investment process of the fund, helping the managers make investment decisions. Read more
Schroder Recovery
This fund is one of the few traditional deep-value funds with a track record of investing in the UK spanning decades. The managers only consider stocks that fall into the cheapest 20% of the market, determined by cyclically adjusted profit (based on 10-year averages). Read more