Investment Management

Hamilton Financial only uses actively managed pooled funds. These are predominantly investment trusts quoted on the London Stock Exchange; but we also use a few unit trusts.

Clients will pay a little more to be invested in actively managed funds ( as opposed to holding passive or tracker funds) but our experience is that these will, over the longer term, lead to superior investment performance.

Have a look at our 5 year total return investment performance plotted against the FTSE or share index.

Warning – past performance is not necessarily a guide to future performance.