1. Objective

    The Global Income Growth Fund aims to achieve (after deduction of costs) growth in both income and capital over rolling five-year periods, whilst delivering a yield higher than that of the MSCI ACWI Index. There is no guarantee that this objective will be achieved over any time period and actual investment returns may differ from this objective, particularly over shorter time periods.

    The manager believes this is an appropriate benchmark given the investment policy of the Fund and the approach taken by the manager when investing. In addition, the manager believes an appropriate performance comparison for this Fund is the Investment Association Global Equity Income Sector.

    The value of investments and any income from them may go down as well as up and you or your client may not get back the amount originally invested.
  2. How we invest

    Our Global Income Growth strategy invests in companies which can deliver both a dependable income stream and real growth in income and capital. Such companies are rare and so our approach benefits greatly from having a global universe. The global nature of the portfolio also helps diversify the income stream. We focus on long-term growth and income, rather than short-term yield, because we believe this will deliver better outcomes for our clients over time.

  3. Meet the Managers

  4. Actual investors help shape the new world. Not shore up the old one.
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  5. close up of steel pipework and valves in a derelict lighting depot
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    Our Global Income Growth Fund invests in companies which have durable competitive advantages and attractive growth opportunities.