The Global Blue Chip Fund is a direct equity fund that will invest into approximately 25 multinational businesses; each of which is aligned with one or more of our investment themes.
Our selection process identifies financially strong and prudent businesses, which are built on growing global revenue streams and brands that you trust, as well as strong management teams who are focused on increasing shareholder value. We intend to invest into these companies for the long-term, allowing for the combination of our themes and the quality of the companies to generate returns for our investors.
|1 Year||3 Year||5 Year||Inception||Annual Compound Growth Rate|
All figures are based on the Fund’s O Accumulation class and are inclusive of income distributions and fees.
28 Technology & Innovation
27 Global Brands
|Johnson & Johnson||3.0%|
|JPMorgan Sterling Liquidity||3.3%|