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
10 High Yield
|Arisaig Global Emerging Market Consumers||6.1%|
|Ashmore SICAV Emerging Market Frontier Equity||4.5%|
|Brown Advisory Latin America||5.0%|
|Cash & Cash Equivalents||8.4%|
|First State Asian Growth VI||6.1%|
|Fundsmith Global Equity||8.3%|
|GuardCap Global Equity||7.1%|
|Lazard Global Equity Franchise||9.1%|
|Lindsell Train Global Equity||9.4%|
|Pictet Global Environmental||3.6%|
|PIMCO Global Investment Grade Credit||7.6%|
|Polar Capital Global Technology||4.4%|
|Polar Capital Healthcare Opportunities||5.8%|
|Rathbone Ethical Bond Fund Inc||5.0%|
|Royal London Short Duration High Yield Bond||4.8%|
|Schroders Strategic Credit Income||4.8%|