Fund Library

Investor documents and reports for our funds can be found here. 

Our funds follow our core investment strategies, which seek to produce returns well ahead of inflation over the long term.

It is possible to access all the funds directly via third party platforms. The funds can be held within tax efficient wrappers such as ISAs or pension schemes (eg. SIPPs).

Click on a fund for more information, or contact us with any questions.

Protea Funds

TM Veritas Equity Strategy

FundPartner Solutions (Europe) S.A. are the management company for the Protea funds and perform fund administration services. Veritas Investment Partners (UK) Ltd are the appointed investment manager for the funds.

Thesis Units Trust Management are the Authorised Corporate Director of the TM Veritas Equity Strategy and perform fund administration services. Veritas Investment Partners (UK) Ltd are the appointed investment manager for the funds.

Before making an investment decision, please ensure that you have read the Key Investor Information Document (KIID) for the fund that you wish to invest in. This document contains important information including risk factors and details of charges. Veritas Investment Partners (UK) Ltd does not give advice nor assess suitability where the units are purchased by investors directly. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may fluctuate and are not guaranteed. Investors may not get back the whole amount they have invested.