Global Alpha 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 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.

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).

The Worldwide Global Alpha Choice 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.