Overview
Investment manager James Dow and investment specialist Seb Petit give an update on the Global Income Growth and Responsible Global Equity Income strategies covering Q4 2023.
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Global Income Growth Fund
The Global Income Growth Fund aims to achieve (after deduction of costs) growth in both income and capital over rolling five-year periods, while delivering a yield higher than that of the MSCI ACWI Index.Worldwide Global Dividend Growth Fund
The investment objective of the Fund is to obtain a yield higher than that generally available from investment in global equity securities while, over the longer term, achieving growth in both capital and income. The Fund will principally invest in global equities and may also invest in other transferable securities, money market instruments, cash and cash equivalents.Responsible Global Equity Income Fund
The Responsible Global Equity Income Fund aims to achieve (after deduction of costs) growth in both income and capital over rolling five-year periods, while delivering a yield higher than that of the MSCI ACWI Index, over the longer term by investing responsibly.