Watch fund managers Mark Whitehead and Alan Porter provide a 15 minute introduction to their fund, which is now available to external investors.
It is a high conviction portfolio that aims to deliver growth in both income and capital over rolling five-year periods, whilst delivering a yield higher than that of the MSCI World Index and maintaining an MSCI ESG rating of AA or AAA.
Fund Risks
Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. A table with five years’ performance is available in the fund factsheets.
The Fund has holdings which are denominated in currencies other than sterling and may be affected by movements in exchange rates. Consequently the value of an investment may rise or fall in line with the exchange rates.
Deemed authorised and regulated by the Financial Conduct Authority. The nature and extent of consumer protections may differ from those for firms based in the UK. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the UK for a limited period while seeking full authorisation, are available on the Financial Conduct Authority’s website. (Notes 1, 3 and 4).