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The St. Mellons Investment Trust
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The St. Mellons Investment Trust
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ACTIVE FIXED INCOME

Stay engaged with fixed income investments.

Stay engaged with fixed income investments.Stay engaged with fixed income investments.Stay engaged with fixed income investments.
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ACTIVE EQUITIES

ACTIVE EQUITIES

ACTIVE EQUITIES

ACTIVE EQUITIES

ACTIVE EQUITIES

Gain from a Fundamental Approach to Equities


Elevated outcomes require elevated strategies. Active equity investing delivers meticulous research and selection, enhanced diversification, flexibility, and continuous risk management.

ACTIVE ETFs

ACTIVE MULTI ASSET

ACTIVE MULTI ASSET

Active ETFs: Unleash Innovation and Potential

ETFs are generally low-cost and user-friendly, but by incorporating active management, they can offer even greater advantages. Discover why active ETFs are becoming a crucial element in investors' portfolios.

ACTIVE MULTI ASSET

ACTIVE MULTI ASSET

ACTIVE MULTI ASSET

Adopt a Comprehensive Portfolio Approach

Multi-asset funds offer versatility by exploring a wide investment universe for opportunities. They invest flexibly across various asset classes, including stocks, bonds, cash, and alternatives.

EXPLORE INVESTMENT PLANS

Certificate of Incorporation

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Funds at The St. Mellons Investment Trust

Funds that match up with investing goals and preferences

Every investor has a unique story, and we are committed partners to our  clients by actively listening to each one. Our comprehensive range of funds is one way we support more investors in building secure financial futures.

DIGITAL ASSETS

CASH ALTERNATIVES

CASH ALTERNATIVES

High-Growth Potential with Exposure to Innovation


As the financial landscape rapidly evolves, digital assets like cryptocurrencies are gaining more investor interest. This asset class has a unique risk profile compared to stocks and bonds, providing potential diversification benefits.

CASH ALTERNATIVES

CASH ALTERNATIVES

CASH ALTERNATIVES

Bank Accounts Aren’t the Only Option


If you're seeking higher returns on deposits than a typical bank account offers, cash funds could be worth considering. These funds often invest in very short-term bonds, known as 'money market instruments,' which involve banks lending money to each other.

COMMODITIES

CASH ALTERNATIVES

COMMODITIES

Broad Exposure to a Wide Range of Opportunities 


Commodity funds provide access to a diverse mix of investments, including precious metals like gold and silver, energy resources such as oil and natural gas, and agricultural goods like wheat. These funds can offer investors potential benefits like portfolio diversification and protection against inflation.

STOCKS

MULTI ASSET

COMMODITIES

Investing in Shares for the Long Term


When you purchase stocks, or equities, you acquire a stake in a company and become a shareholder. Equities are generally suited for long-term investments, ideal for those who can endure market fluctuations in pursuit of higher returns.

BONDS

MULTI ASSET

MULTI ASSET

Pursuing Stable, Lower-Risk Returns


Bonds, or fixed income securities, are issued by companies and governments to raise funds. Essentially, they are an 'I.O.U' that provides a regular income stream, usually a fixed amount, over a specified period.

MULTI ASSET

MULTI ASSET

MULTI ASSET

Diversifying Your Portfolio


A multi-asset strategy blends various asset types—such as stocks, bonds, real estate, and cash—to build a more agile and well-diversified portfolio. Fund managers adjust the mix of assets to meet specific investment goals.

REAL ESTATE

REAL ESTATE

REAL ESTATE

Driven by the Quest for Additional Returns


Unlike traditional assets like stocks and bonds, which are traded on public markets, alternative investments such as real estate are less influenced by global market fluctuations. Increasingly, investors are turning to these alternatives to better achieve their financial goals.

EXPLORE INVESTMENT PLANS
About us

About The St. Mellons Investment Trust

It's All About You:


As a global asset manager and fiduciary to our clients, our purpose has always been to find new ways to help more people achieve financial well-being.

LEARN MORE ABOUT THE ST. MELLONS INVESTMENT TRUST

Featured In

The St. Mellons Investment Trust

Llantrithyd House, Llantrithyd, Cowbridge Vale Of Glamorgan, CF71 7UB

Copyright © 2024 The St. Mellons Investment Trust - All Rights Reserved.


As a global investment manager and fiduciary to our clients, The St. Mellons Investment Trust is committed to helping people experience financial well-being. Since 1944, we've been at the forefront of financial technology, offering the solutions our clients need to plan for their most important goals.


Investing carries inherent risks, including the potential loss of your initial investment.  


Investments in commodity-related companies can lead to increased volatility. The value of these investments may be affected by factors beyond the Fund’s control, such as weather conditions, climate change, livestock diseases, geopolitical events, economic shifts, interest rates, currency fluctuations, and government policies. Commodity futures trading can also be illiquid, and market disruptions may negatively impact the Fund’s value.  


Funds focused on specific industries, sectors, markets, or asset classes may experience higher volatility or underperformance compared to more diversified investments or the broader securities market.  


Real Estate Investment Trusts (REITs) are subject to economic changes, credit risks, and interest rate variations.  


International investments involve risks such as foreign currency fluctuations, limited liquidity, less regulatory oversight, and the potential for significant volatility due to political, economic, or other global developments. These risks can be more pronounced in emerging or developing markets, or when investments are concentrated in a single country.  


The companies listed, including Barclays, Bloomberg Finance L.P., and others, do not endorse or recommend investment in the Funds. Except for The St. Mellons Investment Trust Index Services, LLC, The St. Mellons Investment Trust Investments, LLC is not affiliated with these entities.  


Neither FTSE nor NAREIT provides any warranties regarding their respective indices. All rights for these indices are held by FTSE, NAREIT, and EPRA, with the "FTSE®" trademark being owned by the London Stock Exchange Group.  


Fixed income investments come with interest-rate and credit risks. Typically, as interest rates increase, bond values decrease. Credit risk refers to the possibility that a bond issuer may default on principal or interest payments.  


This material is provided for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities, funds, or strategies in any jurisdiction where such activities would be unlawful under local securities laws.

Copyright © 2024 The St. Mellons Investment Trust

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