Discovery Q1 investment update

Investment manager Katherine Davidson reflects on recent performance, portfolio changes and market developments.

Investment manager Milena Mileva reflects on recent performance, portfolio changes and market developments.

Investment manager Gary Robinson reflects on recent performance, portfolio changes and market developments.

The Global Discovery Fund aims to outperform (after deduction of costs) the S&P Global Small Cap Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.

The Worldwide Discovery Fund aims to produce attractive long-term returns, mainly through capital growth. The Fund will invest primarily in equities which are listed, traded or dealt in on Regulated Markets worldwide and which will typically be stocks of smaller or younger companies that the Investment Manager considers to have strong future growth prospects.