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Video

Global Alpha Q1 investment update

April 2025 / 9 min

Overview

Investment manager Michael Taylor and investment specialist Kirsty Potter give an update on the Global Alpha, Global Alpha Paris Aligned, Responsible Global Alpha and Responsible Global Alpha Paris Aligned strategies covering Q1 2025.

View PDF transcript (1MB)
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Related funds

  • Global Alpha Strategy

    Global Alpha Fund

    To produce capital growth over the long term by investing primarily in global equities. Performance will be measured against the MSCI ACWI Index.
  • Worldwide Global Alpha Fund

    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.
  • Global Alpha Growth Fund

    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.

Related investment strategies

  • Woman paddleboarding on Sylvenstein lake, Germany.

    Global Alpha

    Ambitious growth investing in exceptional companies, prioritising long-term sustainability and competitive advantages for lasting success.
  • One man exploring beautiful Ice cave close to Jokulsarlon Glacier Lagoon.

    Global Alpha Paris Aligned

    Climate-conscious investing in exceptional growth companies worldwide, using investment floor insights to find diverse opportunities.
  • Drone view of a car crossing a bridge in Iceland with blue steams of glacier water.

    Responsible Global Alpha

    Invest with ambition: We aim to unlock exceptional growth potential through long-term, sustainable competitive advantage.
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