The objective of the Fund is to generate capital growth over the medium to long term (3+ years). The fund is a balanced investment solution seeking exposure to our global themes through equity and fixed-income funds. The Fund has a flexible mandate which allows up to 60% of the portfolio to be exposed to equities and at least 30% of the portfolio to be exposed to fixed income and/or cash investments.
We are active managers and not constrained by stock market indices or benchmarks.
|1 Year||3 Year||5 Year||Inception||Annual Compound Growth Rate|
All figures are based on the Fund’s ‘O’ Class.
27 Global Brands
12 Emerging Markets
25 Investment Grade
9 High Yield
|Arisaig Global Emerging Market Consumers||4.0%|
|Brown Advisory Latin America||4.4%|
|Fidelity Global Dividend||6.2%|
|First State Asian Growth VI||4.2%|
|Fundsmith Global Equity||7.7%|
|Guardcap Global Equity||4.9%|
|iShares Core UK Gilt 0-5yr UCITS||5.3%|
|iShares Core UK Gilt ETF||5.1%|
|Lindsell Train Global Equity||7.9%|
|Oaktree Global High Yield Bond||4.0%|
|PIMCO Global Investment Grade Credit||9.9%|
|Polar Capital Global Technology||4.9%|
|Polar Capital Healthcare Opportunities||5.1%|
|Royal London Short Duration High Yield Bond||0.1%|
|Schroders Strategic Credit||4.8%|
|Smith & Williamson Short Dated Corporate Bond||5.1%|
|TwentyFour Corporate Bond Fund||9.9%|
This week's note is written by our advisory investment team in Jersey.
A fourth defibrillator has been installed in the centre of Town after Ravenscroft covered the cost of supplying and fitting it to its office.