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$290.1m
Base currencyUSD
Min. investmentUS$15,000,000
BenchmarkMSCI World

Portfolio managers

Andrew Goodwin

Portfolio Manager

Nigel Waller

Portfolio Manager

Global Equities Strategy

Latest publication

February 2019

Value First
Nigel Waller
Andrew Goodwin