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£114.1m
DomicileUnited Kingdom
StructureUCITS
Base currencyGBP
DealingDaily
Min. investment£10,000
BenchmarksMSCI World High Dividend Yield
MSCI World

Portfolio managers

None

Richard Garstang

Portfolio Manager
None

Samuel Ziff

Portfolio Manager

Global Equity Income Strategy

Latest publication

River WaterfallRiver Waterfall

October 2019

Income with a difference
Samuel Ziff
Richard Garstang