Global Income Growth Q1 investment update

How companies like Stripe, Databricks and SpaceX are shaking up growth trends typically dominated by public markets.

The US Alpha Team reflects on recent performance, portfolio changes and market developments.

The Japan Growth Team reflects on recent performance, portfolio changes and market developments.

The Fund aims to achieve a higher level of income than global equities whilst, over the longer term, achieving growth in both income and capital by investing primarily in shares of companies anywhere in the world which meet the relevant environmental, social and governance criteria and will exclude companies from certain industries and companies which are inconsistent with the principles of United Nations Global Compact for Business.

Balancing current income needs and long-term capital growth, aiming for comprehensive, enduring returns.

We believe in the potential power of dividend compounding for enduring income and long-term capital growth success.