Investment objective

The Fund will attempt 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 equities of predominantly large companies, 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. The average market capitalisation of companies represented within the Fund is likely to be more than US$20 billion.

Fund particulars

Launch date01 June 2005
Fund sizeUS$565.8m
Base currencyUSD
Min. investment€100,000
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