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If you would like further information on our funds, or wider investment capabilities, please get in touch.
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American FundThe American Fund aims to outperform (after deduction of costs) the S&P 500 Index, as stated in Sterling, by at least 1.5% per annum over rolling five-year periods.High Yield Bond FundThe High Yield Bond Fund aims to produce a combination of income and capital growth.Pacific FundThe Pacific Fund aims to outperform (after deduction of costs) the MSCI AC Asia ex Japan Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.Worldwide Long Term Global Growth FundThe Worldwide Long Term Global Growth Fund aims to provide strong returns over the long term by investing primarily in a concentrated, unconstrained global equity portfolio.Worldwide Global Alpha FundThe 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.China FundThe China Fund aims to outperform (after deduction of costs) the MSCI China All Shares Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.Developed Asia Pacific FundThe Developed Asia Pacific Fund aims to outperform (after deduction of costs) the MSCI Pacific Index, as stated in Sterling, by at least 1.5% per annum over rolling five-year periods.Emerging Markets Growth FundThe Emerging Markets Growth Fund aims to outperform (after deduction of costs) the MSCI Emerging Markets Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.Emerging Markets Leading Companies FundThe Emerging Markets Leading Companies Fund aims to outperform (after deduction of costs) the MSCI Emerging Markets Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.European FundEurope is home to many high quality businesses with good growth prospects, which are often global leaders in their industry. As fundamental, long-term investors, we aim to build a portfolio of shares of such companies which we expect to hold for a long time. We believe that by doing so we will earn attractive returns for our clients over the long term, regardless of the external environment.Global Alpha Growth FundThe Global Alpha Growth Fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.International FundThe International Fund aims to outperform (after deduction of costs) the MSCI ACWI ex-UK Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.Japanese Income Growth FundThe Japanese Income Growth Fund aims to outperform (after deduction of costs) the TOPIX, as stated in Sterling, by at least 1% per annum over rolling five-year periods through a combination of income and capital growth whilst maintaining a portfolio yield higher than the TOPIX.Japanese Smaller Companies FundThe Japanese Smaller Companies Fund aims to outperform (after deduction of costs) the MSCI Japan Small Cap Index, as stated in Sterling, by at least 1.5% per annum over rolling five-year periods.Long Term Global Growth Investment FundThe Long Term Global Growth Investment Fund aims to outperform (after deduction of costs) the FTSE All World Index, as stated in Sterling, by at least 2.5% per annum over rolling five-year periods.Positive Change FundThe Positive Change Fund will invest in companies for whom delivering a positive change by contributing towards a more sustainable and inclusive world is core to their business, rather than simply looking to filter out firms that are perceived to cause harm.UK Equity Alpha FundThe UK Equity Alpha Fund aims to outperform (after deduction of costs) the FTSE All-Share Index by at least 2% per annum over rolling five-year periods.Worldwide Asia Ex Japan FundThe Worldwide Asia Ex Japan Fund aims to produce returns comprising capital growth over the long term through investment primarily in equity securities in Asia (excluding Japan). It is not proposed to concentrate investments in any one country, market or sector.Worldwide Emerging Markets Leading Companies FundThe Worldwide Emerging Markets Leading Companies Fund aims to maximise total return principally through investment primarily in a portfolio of companies deriving a substantial part of their income from, or having a substantial proportion of their assets located in, one or more Emerging Market Countries.Worldwide European High Yield Bond FundThe Worldwide European High Yield Bond Fund aims to produce a combination of income and capital growth.Worldwide Global Strategic Bond FundThe Worldwide Global Strategic Bond Fund aims to achieve a high level of total return by investing in a diversified portfolio consisting primarily of corporate bonds which are listed, traded or dealt in on one or more Regulated Markets worldwide.Worldwide Health Innovation FundThe Worldwide Health Innovation Fund aims to provide strong returns over the long term by investing primarily in a global equity portfolio selected from companies engaged in the health care industry.Worldwide Japanese FundThe Worldwide Japanese Fund aims to maximise total return principally through investment in equity securities which are listed, traded or dealt on Regulated Markets in Japan.Worldwide Pan-European FundThe Worldwide Pan-European Fund aims to maximise total return principally through investment in equity securities which are listed, traded or dealt on Regulated Markets across Europe.Worldwide Positive Change FundThe Worldwide Positive Change Fund aims to produce capital growth over the long term by investing primarily in the equities of companies whose products, behaviour or services make a positive social impact.Worldwide US Equity Growth FundThe Worldwide US Equity Growth Fund aims to maximise total return principally through investment in equities which are listed on Regulated Markets in the US.Health Innovation FundThe Health Innovation Fund aims to outperform (after deduction of costs) the MSCI AC World Index, as stated in sterling, by at least 2.5% per annum over rolling five-year periods by investing primarily in a global equity portfolio selected from companies engaged in the health care industry.UK Equity Focus FundThe UK Equity Focus Fund aims to outperform (after deduction of costs) the FTSE All-Share Index by at least 1.5% per annum over rolling five-year periods.