To grow your capital at a pace that significantly exceeds inflation through exposure to a collection of leading businesses around the world.
You have a reasonable investment time horizon (over 5 years) and a moderate to high tolerance for risk. Consider this fund if you seek exposure to a concentrated portfolio of companies in Europe, North America and Asia.
Global: the portfolio manager invests in equities around the globe. Concentration is focused in the developed world - western Europe, the United States, and Japan in particular. The fund's geographic allocation may vary considerably based on where the best opportunities lie.
Estimated long-term equity mix:
The fund concentrates its assets in 25-50 equities. To be considered for inclusion in the fund, a company must: offer a product or service that makes sense and can be expected to gain market share over the long-term; have an appropriate risk/reward balance; have a proven ability to generate strong and stable cash flows; and trade at a reasonable valuation. Emphasis is placed on stocks that are undervalued due to the market’s myopic investment horizon.
Edinburgh Partners Limited