The Wealth Forum, Coworth Park, Ascot. A premium event bringing the UK’s top fund selectors and 10 leading asset managers
Taking place on Thursday 19th and Friday 20th March at the beautiful Coworth Park, situated between Ascot and Virginia Water, the Wealth Forum Spring will bring together fund selectors, buyers and researchers with investment experts from 10 leading asset managers.
Each fund manager will speak on a different sector, giving guests a well-rounded insight into the market as a whole. The event also features a keynote from experts in either macroeconomics or geopolitics, as well as a lighthearted after-dinner speaker.
Full details will be published in due course.
Wealth Forum Agenda
Day 1 - Thursday 19th March
10am
Arrival and Registration
Day 2- Friday 20th March
12:00
Lunch and Departure
Content & Speakers
Speaker details will be announced in due course.
Wellington Enduring Infrastructure Assets Fund
We have a power problem – a critical juncture for infrastructure
Actively managed fund, seeking long-term total returns by primarily investing in equity securities issued by companies globally that own long-lived physical assets such as those in utility, transportation, energy, data infrastructure, real estate and industrial sectors and which are believed to possess a competitive advantage, and exhibit low levels of earnings volatility. Although the Fund is not constructed relative to a benchmark, the FTSE Global Core Infrastructure 50/50 Index (Net) can serve as a proxy for the broad global infrastructure public equity market and is shown for contextual purposes.
Wellington Management
We believe infrastructure can offer meaningful diversification from traditional equity markets, along with the potential for attractive long-term returns. Its defensive characteristics, inflation-linked cash flows, and exposure to essential services make it a compelling addition to portfolios, particularly in uncertain macro environments.
VT Downing Small & Mid-Cap Income Fund
Compounding attractive dividends and long-term capital growth from UK small and mid-cap companies. The VT Downing Small & Mid-Cap Income Fund aims to provide investors with an income by investing in a high conviction portfolio of between 30-50 companies.
Fund Manager
Josh McCathie
Downing
Josh McCathie serves as the Lead Manager for both the VT Downing Unique Opportunities Fund and the VT Downing Small & Mid-Cap Income Fund. He employs a quality value investment approach, aiming to identify UK companies with overlooked quality business models or those underappreciated for their potential to compound earnings growth and dividend distributions over the medium to long term.
Redwheel Emerging and Frontier Markets Strategy
Portfolio Manager
John Malloy
Redwheel
Event host
Julian Marr
Location
Coworth Park, Blacknest Road, Ascot, SL5 7SE
For Sat Navs use: SL5 7SE
Frequently asked questions
We’ve addressed some frequently asked questions below to help clarify any details you may need. If you have any additional inquiries or require further assistance, please don’t hesitate to reach out to Sam or Phillippa, who will be more than happy to assist you with any specific concerns or queries.
Is there a cost to attend the event?
There is no cost for delegate attendees
Is accommodation included?
Accommodation for delegates is provided for the night of Thursday, ensuring a comfortable stay during the event. For those traveling from farther distances, we are also offering the option to stay on Wednesday night to allow for a more relaxed arrival. Please let us know if you would like to take advantage of this additional night’s stay, and we will be happy to arrange it for you.
Is there any transport to the event included?
The venue is easily accessible from both Virginia Water and Ascot railway stations, with convenient shuttle services available for delegates. To ensure smooth transportation, please inform Sam or Phillippa of your expected arrival time, and they will be happy to assist in coordinating your shuttle or provide any additional support you may need.
Contact us
To register as a guest or for information on attending the event, please contact Phillippa Coats. For information on future sponsorship, other events or the website please contact Sam Harris on the details below.
