Investment objective

The fund seeks to achieve over the long term a total return in excess of that of the MSCI World Index (with net dividends reinvested) through investment in a concentrated portfolio of equity securities of large companies whose average market capitalisation is likely to be more than US$20 billion, selected from all the major markets and to a lesser extent from some emerging markets worldwide. The approach is classic contrarian value, based on bottom-up fundamental research of individual companies.

Fund particulars

Launch date21 March 2012
Fund sizeUS$291.6m
Base currencyUSD
Min. investmentUS$15,000,000
BenchmarkMSCI World

Portfolio managers

Andrew Goodwin

Portfolio Manager

Nigel Waller

Portfolio Manager

Global Equities Strategy

Latest publication

September 2017

Value Investing in an Age of Disruption
Nigel Waller
Andrew Goodwin