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Two managers appointed to UK Equity Alpha portfolio

Aerial view of the rising sun reflected on a beach in North Sea, Coatham.

As part of its ongoing review of its propositions and of the wider investment landscape, Border to Coast has restructured its UK Listed Equity Alpha Fund with the addition of two external managers, Lindsell Train and Redwheel (formerly RWC Partners) to ensure it continues to deliver for its Partner Funds over the long term.

The investment landscape is continuously changing, and it is important to regularly assess the positioning of investment portfolios on a forward-looking basis. The quality focus of Lindsell Train and intrinsic-value approach of RWC will join Baillie Gifford and Janus Henderson as the portfolio’s four external managers. To achieve this and avoid overexposure to a single investment style, the two new managers have replaced UBS in the portfolio.

Maintaining and further developing the portfolio’s ESG and carbon credentials and profile was a key consideration when assessing external managers, given the importance of responsible investment and climate-related risks both to Border to Coast and its Partner Funds. The two managers selected reflect Border to Coast’s commitment to responsible investment and active engagement.

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