Responsible Global Equity Income Fund.

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 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.