Watsco - a cool investment

Investment specialist Carla Bannatyne reflects on recent performance, portfolio changes and market developments.

Investment manager Kate Fox reflects on recent performance, portfolio changes and market developments.

Investment specialist Alison Henry reflects on recent performance, portfolio changes and market developments.

The investment objective of the Fund is to obtain a yield higher than that generally available from investment in global equity securities while, over the longer term, achieving growth in both capital and income. The Fund will principally invest in global equities and may also invest in other transferable securities, money market instruments, cash and cash equivalents.

The Fund aims to achieve a higher level of income than global equities whilst, over the longer term, achieving growth in both income and capital by investing primarily in shares of companies anywhere in the world which meet the relevant environmental, social and governance criteria and will exclude companies from certain industries and companies which are inconsistent with the principles of United Nations Global Compact for Business.