Global Alpha Q2 investment update

Investment manager Katherine Davidson reflects on recent performance, portfolio changes and market developments.

Investment manager James Squires reflects on recent performance, portfolio changes and market developments.

Investment manager Nektarios Chatzilefteris Michalas reflects on recent performance, portfolio changes and market developments.

The Worldwide Global Alpha Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide.

The Global Alpha Growth Fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.

The International Fund aims to outperform (after deduction of costs) the MSCI ACWI ex-UK Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.