Overview
Client Service Director Ben Drury and Investment Manager Malcolm MacColl give an update on the Global Alpha Strategy covering Q1 2023.
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Global Alpha Growth Fund
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.Global Alpha Paris-Aligned Fund
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).Worldwide Responsible Global Alpha Paris-Aligned Fund
The Worldwide Responsible Global Alpha Pairs-Aligned 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.