Royal Crest Fund Managers

A boutique investment team that deliberately looks different from the mainstream — high-conviction portfolios, genuine research depth, and managers who invest alongside their clients.

Actively managed strategies

25+ yrs

Average manager experience

£1.8bn+

Group funds under management

Boutique

Independent, conviction-led approach

Our philosophy

We believe lasting outperformance comes from doing the work others won't: meeting managements, reading the accounts, and holding positions long enough for the thesis to play out. Our funds are concentrated where our research gives us conviction, and honest about what they don't own.

The range spans multi-asset portfolios, UK smaller companies, property-backed income and liquid alternatives — each run by a named team with clearly defined objectives and no style drift.

Every strategy publishes regular commentary so investors can see not just what we hold, but why.

Conviction, not benchmarks

Portfolios are built from our best ideas rather than index weights.

Named, accountable managers

Each fund is run by an identified team who publish their thinking in regular letters.

Aligned interests

Our managers invest their own capital in the strategies they run.

Key risks

All funds place capital at risk; the value of investments and any income can fall as well as rise.
Concentrated portfolios can be more volatile than broadly diversified benchmarks.
Past performance is not a reliable indicator of future results.

Charges across the range

Ongoing charges (OCF): 0.40% – 1.00%
Entry charge: None
Exit charge: None
Performance fees: None

Full details are set out in the brochure, terms & conditions and key information documents, available from the team on request.

Frequently asked questions

Which funds do you manage?

Five strategies: the Multi-Asset Fund, UK Small & Mid-Cap Fund, Property-Backed Income Fund, Defined Return Assets Fund and Diversified Opportunities Fund. Each has its own page with objectives, risks and charges.

How can I invest?

Directly through the team, or via the major investment platforms. Contact us for the current platform list and application forms.

How do you differ from larger fund houses?

Smaller funds can hunt where giants can't: less-researched companies, capacity-constrained strategies and genuinely active positioning.

Where can I read your commentary?

Quarterly letters and monthly factsheets for every fund are available from the team on request.