The Growth Fund's objective is to deliver long-term capital growth through investments in an actively managed, diversified range of equities.
The Fund will take a pragmatic, value-based approach - investing across all industry and geographic sectors by seeking exposure to key themes that we believe will stand the test of time. Investments are made largely through a collection of the world's best third-party fund managers; they are identified by a dedicated and highly experienced Channel Islands-based team.
|1 Year||3 Year||5 Year||Inception||Annual Compound Growth Rate|
All figures are based on the Fund’s distribution class and are inclusive of income distributions and fees.
34 Global Brands
22 Emerging Markets
12 Investment Grade
9 High Yield
|Arisaig Global Emerging Market Consumers||6.7%|
|Ashmore SICAV Emerging Market Frontier Equity||4.7%|
|Brown Advisory Latin America||4.2%|
|Cash & Cash Equivalents||8.3%|
|First Sentier Asian Growth VI||6.1%|
|Fundsmith Global Equity||8.5%|
|GuardCap Global Equity||7.2%|
|Lazard Global Equity Franchise||9.0%|
|Lindsell Train Global Equity||9.5%|
|Pictet Global Environmental||3.8%|
|Polar Capital Global Technology||4.6%|
|Polar Capital Healthcare Opportunities||5.6%|
|Rathbone Ethical Bond Fund Inc||4.9%|
|Royal London Short Duration High Yield Bond||4.7%|
|Schroders Strategic Credit Income||4.8%|
|Vontobel Global Corporate Bond||7.4%|
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.