Global Equity Strategy

Global Equity Strategy

The Global Equity Strategy aims to provide a high level of total return, driven by capital appreciation and continuous investment. This will involve exposure almost exclusively to growth assets, such as equities.

This strategy is a high conviction, global portfolio of leading, quality companies. It is constructed on a bottom-up basis, from quality companies selected from the developed markets of North America, Europe and the UK that have passed a rigorous, rules-based selection process.

• seeking to invest for at least 5 to 10 years in order to grow their capital
• who are prepared to tolerate higher risk in their portfolios  
• who can tolerate significant short term fluctuations in the capital value of their investment
• who are unlikely to need access to their capital over the investment period

Minimum Investment:

Initial investment sum of £750,000