Regional Equity Funds
These Funds offer the potential for higher returns and are suitable for investors with a more aggressive attitude to risk. These Funds are not constrained by a benchmark and are managed using an active management style. By giving our investment managers the freedom to adapt easily, they can harness opportunities to create consistent, long-term performance.
Each Fund invests in a diversified portfolio, aiming to maximise capital growth in base currency by investing in equities of specific regions. We look to invest in companies with financial strength and those that have the potential to expand and grow.
Features:
- Available in either US dollar and sterling.
- Exposure to a diversified portfolio of equity stocks principally invested in their target regions.
- Daily access to funds.
- Half yearly distribution.
- Minimum investment: £10,000 (or currency equivalent).
- Subsequent investment £2,000 (or currency equivalent).
Benefits:
- Actively managed and adaptable investment approach.
- Unconstrained to benchmark.
- Long-term capital growth
- UK distributor status.
International Equity Funds
These Funds offer the potential for higher returns and are suitable for investors with a more aggressive attitude to risk. These Funds are not constrained by a benchmark and are managed using an active management style. By giving our investment managers the freedom to adapt easily, they can harness opportunities to create consistent, long-term performance.
The Sterling and US Dollar International Equity Funds invest in a diversified portfolio, aiming to maximise capital growth in base currency by investing a portfolio of international equities. We look to invest in companies with financial strength and those that have the potential to expand and grow.
Features:
- Available in either US dollar or euro and sterling.
- Exposure to a diversified portfolio of equity stocks principally invested in their target regions.
- Daily access to funds.
- Half yearly distribution.
- Minimum investment: £10,000 (or currency equivalent).
- Subsequent investment £2,000 (or currency equivalent).
Benefits:
- Actively managed and adaptable investment approach.
- Unconstrained to benchmark.
- Long-term capital growth
- UK distributor status.
