Long Term Global Growth Q1 investment update

We delve into the post-election rally in US markets and the US Growth Trust’s private holdings.

An update on the trust's performance, strategic shifts towards growth and AI-driven prospects.

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

The Long Term Global Growth Investment Fund aims to outperform (after deduction of costs) the MSCI ACWI, as stated in Sterling, by at least 2.5 per cent per annum over rolling five-year periods.

The Worldwide Long Term Global Growth Fund aims to provide strong returns over the long term by investing primarily in a concentrated, unconstrained global equity portfolio.

Concentrated portfolios of potentially game-changing companies, reshaping returns and embracing future structural shifts for success.