Investment objective

The Fund will attempt to achieve over the long term a total return in excess of that of the MSCI EAFE Index (with net dividends reinvested) through investment in a concentrated portfolio of equity securities, primarily though not exclusively of large companies, selected from the major markets (except the U.S.) 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 date01 June 2006
Fund sizeUS$25.3m
Base currencyUSD
Min. investment€100,000
BenchmarkMSCI EAFE

Andrew Goodwin

Portfolio Manager

Nigel Waller

Portfolio Manager

EAFE Equities Strategy