Diversifying your portfolio across countries and markets can help you achieve better returns while also spreading your risk. The cornerstone of our equity investment process is the in-depth proprietary research performed by our specialist fund managers and equity analysts in our global investment teams. By focusing on the analysis process, we make decisions based on facts rather than on forecasts. Our investment philosophy is based on managing portfolios with a fundamentally driven specialist approach and delivering outperformance over the long term within mandated parameters.
The international equity funds that we offer all focus on growing your capital, using different strategies to achieve positive real returns over the long term.
A ‘stable’ global equity fund which offers an attractive and differentiated investment proposition to clients aiming to deliver attractive real returns, CPI+6%, comparable to the long run returns from equities, but with less volatility and lower downside risks than the wider equity market.
3 – 5 years
To target capital growth over the long term by investment primarily in global listed companies. The Fund’s stock selection criteria will focus on cash generative, non-cyclical stocks. There is no particular geographical or sectoral focus and so the fund is well diversified.
A global fund that invests in a disciplined manner and takes high conviction positions within a risk controlled framework. This is an actively managed, unconstrained fund with a long-term investment horizon where the manager seeks the best growth opportunities available in global equities at reasonable valuations. The fund positioning is driven by a bottom-up stock selection with a focus on owning high quality.
US$500 Share Classes
To produce capital growth over the medium to long-term by compounding total returns in excess of the MSCI World Index. A rigorous approach is employed that focusses on investing in businesses that exhibit superior returns on capital, sustainable growth in free cash flow and enjoy durable business models that are difficult to replicate. By investing in only a select pool of the world’s most resilient businesses, while maintaining a rigorous focus on their valuations, the fund aims to achieve positive risk adjusted returns for clients.
A multi-manager global equity fund that takes incremental bets against the MSCI World Index to produce outperformance with a reasonably low tracking error.
Provide long-term capital growth by investing in equity securities primarily listed or traded in countries contained within the MSCI World (Developed Market) Index; the Fund is well diversified in terms of countries, sectors and securities.
A growing stream of dividend income through investing in global equities, while at the same time pursuing real capital growth.
Generate a growing stream of dividend income while at the same time pursuing real growth in capital invested by investing in companies that offer relatively high dividend yields, are well established, have healthy balance sheets, generate strong cash flows and pay regular dividends.
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