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 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
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

WritingWriting

July 2020

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