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 approach is classic contrarian value, based on bottom-up fundamental research of individual companies.

Fund particulars

Launch date06 December 2011
Fund size£35.9m
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


July 2020

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