Data as at 30 September 2021
1I class Acc shares, net of fees priced at midday UK time, source: Bloomberg. 2 IA Global Sector average, source: Lipper. Performance data for period 11/09/2017 to 30/09/2021.
The Investment Objective of the Fund is to achieve capital growth over any five year period, after all costs and charges have been taken.
In selecting investments for the portfolio, the Investment Manager will identify companies which, based on its analysis, meet the following criteria:
The Investment Manager will select companies from a broad range of geographies and sectors with no particular sector or style bias.