Long Term Global Growth Q2 investment update

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

We discuss market volatility, Diploma’s business model and the Strategic Bond Fund.

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

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.