Global Alpha Q3 investment update

AI is revolutionising industries globally. Stewart Hogg explores how AI is reshaping companies and driving long-term growth.

An update on performance, portfolio movements and investment outlook.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Growth Fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.

The International Fund aims to outperform (after deduction of costs) the MSCI ACWI ex-UK Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.

The Worldwide Global Alpha Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide.