What we do

Our objectives and policy

Investment objective

  • To provide growing income combined with growth in capital, principally through investment in a portfolio of UK equities.

Investment policy

  • We invest in companies that offer fundamental value in terms of the assets they own and above average yields.
  • We aim to maintain a balance between larger and smaller/medium sized companies, with typically the majority of the portfolio invested in the constituents of the FTSE 350 index.

Find out more on the Investment approach & polices page.

© Temple Bar Investment Trust PLC

We recommend that you seek independent financial advice to ensure Temple Bar is suitable for your investment needs.

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