Our
Investments

Through the Applerigg Sustainable Growth Fund, we bring our approach to life by partnering with management teams to support the next stage of their business journey. We have currently invested in high-growth UK businesses across four sectors, each demonstrating the impact of close partnership, flexible equity, and a shared commitment to long-term growth.

 

jobs supported
+
years growing businesses
recognition awards
Existing Sectors

Elderly Care | Dormy Care Communities

A premium elderly care provider delivering exceptional, person-centred care in high-quality settings, with a strategy focused on multi-site growth.

Financial Services | Yealand Fund Services

A specialist financial services firm supporting professional clients with bespoke investment solutions and a strategy focused on expanding its customer base.

Funeral Services | Woodland Burial Group

A funeral services business offering natural, environmentally conscious burials, scaling through the development of carefully selected new sites.

Hospitality & Events | Xenia Venues

A growing collection of unique hospitality and event venues offering distinctive guest experiences, with plans to scale across the UK.

Portfolio

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Founded
Businesses

Applerigg has founded and built a number of service-led businesses shaped by clear societal and market needs. These businesses were developed with the belief that long-term value comes from combining strategic vision with active ownership from the outset.

The Founded Businesses strategy brought together financial capital, operational expertise, and long-term thinking to create resilient, scalable companies with strong fundamentals. Each business was built with a clear purpose and a focus on delivering meaningful impact alongside sustainable growth.

Investment strategy: Founded Businesses
Founded by Applerigg: 2017
Exited: 2024

Horizons is a social enterprise to develop responsible leadership in the Next Generation. Horizons helps individuals in exceptional circumstances discover their purpose, and inspires them to shape a better future for themselves, their family and the world.
Investment strategy: Founded Businesses
Founded by Applerigg: 1996
Exited: 2020

Sandaire was a London based investment office delivering tailored investment portfolios and solutions for family trusts and foundations. In 2012, the company opened an office in Singapore to act as a hub for its investment activities in Asia. In 2014, Sandaire merged with Lord North Street, also a multi-family investment office based in London. The firm serves 45 families and manages in excess of £3bn in assets.

In 2020, Sandaire was sold to Cazenove, a Schroders Subsidiary.
Investment Strategy: Founded Businesses
Founded by Applerigg: 1903
Exited: 1994

The Provincial Insurance Company was founded in Manchester in 1903 by Sir James Scott, the first of five generations that have led to the creation of Applerigg. The family expanded Provincial into the stock market, diversified into investment products with the brand Prolific, and acquired Exeter Bank to provide mortgage products. The company was finally sold to French insurance company UAP (now AXA) in 1994.