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
Base currencyUSD
Min. investment€100,000
BenchmarkMSCI World

Portfolio managers

Andrew Goodwin  Headshot 2022

Andrew Goodwin

Portfolio Manager
Nigel Waller  Headshot 2022

Nigel Waller

Portfolio Manager
Samuel Ziff  Headshot 2022

Samuel Ziff

Portfolio Manager

Global Equities Strategy

Latest publication

Rock ClimberRock Climber

December 2019

Is passive Value really Value?
Andrew Goodwin
Nigel Waller