The Fund aims to provide capital growth. The secondary aim is to provide a reasonable level of income
The Fund is a feeder fund whose underlying fund invests primarily in international equity securities (e.g. company shares) listed on recognised stock exchanges
Fund features
This equity-only fund invests directly in our foreign-domicile, Ninety One Global Strategic Fund (previously named Ninety One Worldwide Equity Fund).
Offers exposure to large and mid-cap stocks, with the majority listed in developed markets.
Uses our proprietary 4Factor™ investment process.
Dan Hanbury
Portfolio Manager
Ben Lambert
Portfolio Manager
Global 4Factor Team
Portfolio Manager
Investment objective summary
The Fund aims to provide capital growth. The secondary aim is to provide a reasonable level of income
The Fund is a feeder fund whose underlying fund invests primarily in international equity securities (e.g. company shares) listed on recognised stock exchanges
Fund features
This equity-only fund invests directly in our foreign-domicile, Ninety One Global Strategic Fund (previously named Ninety One Worldwide Equity Fund).
Offers exposure to large and mid-cap stocks, with the majority listed in developed markets.
Uses our proprietary 4Factor™ investment process.
Dan Hanbury
Portfolio Manager
Dan is a portfolio manager in the 4Factor team at Ninety One, and is based in London. He co-manages the Global Strategic Equity strategy.
Prior to joining the firm, Dan was founding partner and portfolio manager at River and Mercantile Group (R&M) and was responsible for managing a of range of portfolios, including the UK Core and Income portfolios. He worked at R&M between 2006 and 2022.
Before River and Mercantile Group, Dan was a portfolio manager at Investec Asset Management (now Ninety One) between 2000 and 2006, and was responsible for the UK High Alpha and UK Smaller Companies Funds. He was also a Global Industrials and Resources analyst. Dan began his career at Schroders on their Pan-European Capital Goods Team in 1996.
Dan graduated from Loughborough University with a first class degree in Mechanical Engineering and is a member of the CFA® Institute.
Ben Lambert
Portfolio Manager
Ben is a portfolio manager in Ninety One’s 4Factor team and is based in London. He co-manages the European Equity, International Equity, and Global Strategic Equity strategies.
Prior to joining the firm Ben was a senior portfolio manager responsible for Europe/Sustainable Equity at Canada Pension Plan Investment Board (CPPIB) where he developed and co-managed the plan’s European equity allocation. In 2018/19 Ben also took on the role of Head of Sustainable Investing overseeing and implementing transformative changes to the plan’s ESG approach. Most recently, Ben was portfolio manager for a dedicated sustainable equity strategy where he built up an impressive track record over the last three years.
Before CPPIB, Ben was a portfolio manager at Och-Ziff Capital Management and with Odey Asset Management.
Ben graduated from Bristol University with a Bachelor’s degree in Politics and French.
The information, views and opinions provided are general in nature, for informational purposes only, and should not be construed as advice.
No action should be taken without appropriate professional guidance. We do not act as advisors or in a fiduciary capacity.
While we strive for accuracy and timeliness, we make no guarantees as to completeness or correctness and are not obliged to update the information.
This material does not constitute a full summary of the risks associated with any product, fund, service or strategy.
Relevant risk disclosures are available in the applicable documents, which can be requested free of charge.
For details on specific funds, please refer to the relevant fact sheets.
For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.