Seeks sustainable income and capital growth
Investment Approach
Purist quality philosophy with strong valuation discipline, consistently applied over the long term
Investment Opportunity
Global sustainable dividend growth
Investment Universe
Best-of-breed quality companies that sustain high returns and compound shareholder wealth over the long term
Target Return
Outperform the performance comparison index (net of fees) over a full market cycle
Seeks to provide long-term outperformance with smaller drawdowns in down markets and lower volatility
Concentrated, high conviction, high active share, low turnover Quality portfolio
Total return strategy focused on sustainable dividend growth
Invests in companies with high R&D spend and provides exposure to key long-term themes
The portfolio invests in a relatively small number of individual holdings. This may mean wider fluctuations in value than more broadly invested portfolios.
Changes in the relative values of different currencies may adversely affect the value of investments and any related income.
These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.
The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company.
Investing in foreign securities may be subject to risks pertaining to overseas jurisdictions and markets, including (but not limited to) local liquidity, macroeconomic, political, tax, settlement risks and currency fluctuations.