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.
36 Global Brands
22 Emerging Markets
12 Investment Grade
9 High Yield
|Arisaig Global Emerging Market Consumers||4.7%|
|Ashmore SICAV Emerging Market Frontier Equity||4.4%|
|Brown Advisory Latin America||5.0%|
|Cash & Cash Equivalents||6.1%|
|First State Asian Growth VI||4.3%|
|Fundsmith Global Equity||10.6%|
|GuardCap Global Equity||5.4%|
|Lazard Global Equity Franchise||9.8%|
|Lindsell Train Global Equity||10.1%|
|Oaktree Global High Yield Bond||3.9%|
|Pictet Global Environmental||3.4%|
|PIMCO Global Investment Grade Credit||7.1%|
|Polar Capital Global Technology||5.2%|
|Polar Capital Healthcare Opportunities||5.0%|
|Rathbone Ethical Bond Fund Inc||4.7%|
|Robeco SAM Smart Materials||1.8%|
|Royal London Short Duration High Yield Bond||0.2%|
|Schroders Strategic Credit Income||4.7%|
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.