Investment objective

The Fund's objective is to provide a significant level of income which will rise over time, combined with attractive capital growth. The Fund seeks to achieve this objective through investment in a focussed portfolio of global equities of primarily large, but some medium sized companies. The Fund targets a yield of at least 1.3x that of the MSCI World Index. The approach is classic contrarian value, based on bottom-up fundamental research of individual companies.

Fund particulars

Launch date06 December 2011
Fund size£102.8m
DomicileUnited Kingdom
Base currencyGBP
Min. investment£10,000
BenchmarksMSCI World High Dividend Yield
MSCI World

Portfolio managers

Richard Garstang

Portfolio Manager

Samuel Ziff

Portfolio Manager

Global Equity Income Strategy

Latest publication

August 2017

Are challenger brands disrupting the consumer megabrands?
Richard Garstang
Samuel Ziff