The St. Mellons Investment Trust is a premier provider of investment, advisory, and risk management solutions. As a fiduciary to our clients, we focus on investing for the future, inspiring our employees, and supporting local communities. Watch the video to learn more.
Our purpose is to enhance financial well-being for more people. By working together with our clients, we aim to build a more equitable and resilient world, both now and for future generations.
We assist millions of people in investing to build savings that support them throughout their lives. As saving for goals like retirement becomes more challenging, we strive to help more individuals invest effectively for their future.
We simplify and make investing more affordable, leveraging our expertise to help an increasing number of people invest effectively. Our goal is to expand access to investment opportunities and support more individuals in reaching their financial goals.
Our investment approach is guided by three core principles: first, we begin by understanding our client's investment objectives; second, we aim to achieve the best risk-adjusted returns within the given mandate; and third, we support our decisions with thorough research, data, and analytics. These principles also extend to our focus on sustainability and the low-carbon transition.
Our goal is to enhance financial well-being for more people. Beyond providing clients with diverse investment options, we strive to expand economic opportunities through initiatives like the St. Mellons Foundation and our employee engagement programs.
of different backgrounds, races, and nationalities
addressing the needs of a multilingual client base
enabling us to help more and more people
We offer a range of investment options for those planning for retirement, buying a new home, or saving for a child’s education.
We assist individuals across all income levels in planning and investing for their future.
We collaborate to educate more students and address social challenges.
We manage retirement savings for teachers, doctors, workers, and small business owners.
We support individuals during life’s most challenging moments.
We finance new hospitals, schools, roads, and other projects that drive economic growth.
The St. Mellons Investment Trust
Llantrithyd House, Llantrithyd, Cowbridge Vale Of Glamorgan, CF71 7UB
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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