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The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information for private investors can be accessed on the Personal area of our site. Terms & conditions.

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Global Equity

Grow your money by accessing opportunities in global equity markets.

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.

Actively Managed Global Equity Funds

Fund description

A multi-manager global equity fund that takes incremental bets against the MSCI World Index. The Funds objective is to provide above average long-term capital growth through investing in global equity markets.

Minimum investment

US$5 000

Minimum investment period

5 years

What the fund aims to achieve and how

Concentrated portfolio with high-conviction investment ideas; 80 – 100 global securities. Diversified large capitalization focused primarily on blue chip securities. Actively managed seeking to generate long term alpha. Differentiated stock selection process combined with a dynamic portfolio construction process.

Minimum Disclosure Document
Fund description

A global equity fund which invests in a disciplined manner to buy strong companies (which generate above average cash returns on capital over an economic cycle), at times when they are out of favour in the market and trading at a significant discount to their intrinsic value.

Minimum investment

US$1 000

Minimum investment period

3 – 5 years

What the fund aims to achieve and how

To target capital growth over the long term by investment primarily in global listed companies. There is no particular geographical or sectoral focus and so the fund is well diversified.

Minimum Disclosure Document
Fund description

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.

Minimum investment

US$1 000

Minimum investment period

3 – 5 years

What the fund aims to achieve and how

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.

Minimum Disclosure Document
Fund description

A global equity fund investing in undervalued stocks that offer above average growth potential, specifically stocks that are undiscovered or neglected.

Minimum investment

US$1 000

Minimum investment period

5 years

What the fund aims to achieve and how

Provide long-term capital growth by investing in global equities that the investment manager has identified as being undervalued and that offer above average growth potential.

Minimum Disclosure Document
Fund description

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.

Minimum investment

US$500 Share Classes

Minimum investment period

5 years

What the fund aims to achieve and how

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.

Minimum Disclosure Document
Class D  |  Class E
Fund description

A multi-manager global equity fund that takes incremental bets against the MSCI World Index to produce outperformance with a reasonably low tracking error.

Minimum investment

US$1 000

Minimum investment period

5 years

What the fund aims to achieve and how

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.

Minimum Disclosure Document
Fund description

A growing stream of dividend income through investing in global equities, while at the same time pursuing real capital growth.

Minimum investment

US$1 000

Minimum investment period

5 years

What the fund aims to achieve and how

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.

Minimum Disclosure Document

No matter what your investment or aspiration, there's a unit trust to meet your requirements.

Call us or email us for details.

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