Investment objective

The Fund’s objective is to achieve income and capital growth, (net of fees) over the longer term (i.e. 5 years or more). The Fund seeks to achieve this objective through investment in a global portfolio. The approach is classic contrarian value, based on bottom-up fundamental research of individual companies.

Fund particulars

Launch date06 December 2011
Fund size£22.1m
DomicileUnited Kingdom
Base currencyGBP
Min. investment£10,000
BenchmarksMSCI World High Dividend Yield
MSCI World

Portfolio managers

Richard Garstang  Headshot 2022

Richard Garstang

Portfolio Manager
Samuel Ziff  Headshot 2022

Samuel Ziff

Portfolio Manager
Jacob Laursen Headshot 2023

Jacob Laursen

Associate Portfolio Manager

Global Equity Income Strategy

Latest publication


July 2020

Shareholder Letters – identifying CEOs that have shareholder interests at heart
Samuel Ziff