/ Global Equity Fund

Overview

The Global Equity Fund is a high-conviction, actively managed global securities fund. The fund consists of 25–35 high-quality multi-national companies from around the world. Each company must comply with our stringent requirements for quality, growth and attractive valuation.

The objective of the fund is to provide long-term capital growth by investing in quoted global equities and seeks to maximise investment returns in USD. The fund is benchmarked against the MSCI AC World Index, although it is generally benchmark-agnostic in portfolio construction and composition.

Investor Profile

The fund is suitable for investors who are seeking capital growth and have an investment horizon longer than five years. The investor is willing to assume greater risk in the pursuit of higher returns.

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Fund Facts

Risk Rating
Aggressive
Benchmark
MSCI ACWI NR USD
Minimum initial investment
$ 2 500
lump sum
Minimum additional investment
$ 1 000
monthly

Fund Documents

Fund Documents Type Size    
Fund fact sheet PDF 337 KB Open Download
Quarterly commentary PDF 1.57 MB Open Download
Fund Prospectus PDF 1.61 MB Open Download

Risk Profile

Fund Archive