Global Alpha Q1 investment update

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

The Multi Asset Team reflects on recent performance, portfolio changes and market developments.

The Discovery 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 objective of the Global Alpha Paris-Aligned Fund is to outperform the MSCI ACWI by 2–3 per cent* per annum over rolling five-year periods (gross of fees).

The Worldwide Global Alpha Choice 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.

Ambitious growth investing in exceptional companies, prioritising long-term sustainability and competitive advantages for lasting success.