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.
26 Global Brands
12 Emerging Markets
26 Investment Grade
4 High Yield
|Arisaig Global Emerging Market Consumers||4.4%|
|Brown Advisory Latin America||3.8%|
|Fidelity Global Dividend||6.5%|
|First Sentier Asian Growth VI||3.8%|
|Fundsmith Global Equity||5.8%|
|Guardcap Global Equity||4.9%|
|iShares Core UK Gilt 0-5yr UCITS||5.2%|
|iShares Core UK Gilt ETF||4.7%|
|Lazard Global Equity||2.6%|
|Lindsell Train Global Equity||5.6%|
|PIMCO Global Investment Grade Credit||9.8%|
|Polar Capital Global Technology||5.3%|
|Polar Capital Healthcare Opportunities||5.1%|
|Royal London Short Duration High Yield Bond||4.2%|
|Smith & Williamson Short Dated Corporate Bond||3.3%|
|TwentyFour Corporate Bond Fund||9.7%|
|Vontobel Global Corporate Bond||3.1%|
This week's update comes from Jon Pope who is in our cash management team
This week’s update comes from Georgie Fletcher who is in our discretionary investment management team in Guernsey.