Long-term investments in well-managed growth businesses - sustainable, competitive advantages
This long-term global equity growth strategy employs bottom-up stock selection, invests in around 100 stocks, and differs significantly from the stock market index. The portfolio is diversified across stocks, industries and regions, with broad holding sizes of 0.5%, 1% or 2%, depending on the team’s level of conviction in the company’s prospects.
Typical Number of Holdings: 70-120
Maximum Stock Position: 6%
Benchmark: MSCI All Country World Index
Objective: +2-3% p.a. over benchmark over rolling five year periods
HOW TO INVEST
This strategy is currently closed to new investors.
More information on our funds can be found on our Funds and Prices page.
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