Managed by Pieter Fourie and his team since launch in February 2014, the fund focuses on capital growth and aims to deliver excess returns over the MSCI World Index over the long term.

The fund:
  • Is managed by a highly experienced team with an award winning track record

  • Invests in best of class, high quality companies with strong growth prospects

  • Focuses on 25-35 companies and is unconstrained by the benchmark

Awards and ratings

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Meet the Global High Quality Team

Pieter Fourie, CFA
Pieter Fourie, CFA
Head of Global Equities
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William Ball
William Ball
Senior Equity Analyst
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Nicholas Bell
Nicholas Bell
Global Portfolio Manager
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Louis Jamieson, CFA
Louis Jamieson, CFA
Global Equity Analyst
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Shiraaz Abdullah
Shiraaz Abdullah
Global Equity Analyst
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Hannah Gooch-Peters
Hannah Gooch-Peters
Global Equity Investment Analyst
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Why invest in the fund?

  • Invest in 25 – 35 high quality positions at one time. High conviction and manageable
  • Attractive long-term strategy of investing in high quality companies, at reasonable valuations
  • Unchanged investment philosophy since 2008
  • Team culture of debate and discussion to exploit diverse experience
  • Current dislocation in the market offers a compelling entry point.

The philosophy and process has remained unchanged since the day it first launched in 2008: A high conviction stock selection approach investing in high quality, global businesses at reasonable valuations, with a view to outperforming the global equity market over the long term.

The fund invests with no reference to the index, focusing on businesses with durable business models and a sustainable competitive advantage. Typically these companies will yield high returns on capital, have low leverage and produce significant free cash flow after capital expenditure.

Far horizons 

When we invest in a good business, we do so with a time horizon that stretches far out into the future. Investors that joined us at launch will notice core holdings such as Microsoft, Johnson and Johnson and Yum! Brands are examples of a few positions in the strategy that we bought at inception and continue to hold to this day.

Our years of experience in active management is what adds value and our risk controlled framework is what protects us.

Our years of experience in active management is what adds value and our risk controlled framework is what protects us.

Pieter Fourie, Fund Manager
Explore the details
A focused portfolio of the highest quality and attractively priced global companies.

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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 may invest in companies based in emerging markets which may involve additional risks not typically associated with other more established markets such as increased risk of social, economic and political uncertainty. 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).

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The value of investments and any income from them can fall and you may get back less than you invested.