Overview
Investment manager Helen Xiong and investment specialist Kirsty Potter give an update on the Global Alpha Strategy covering Q4 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.
International Fund
The International Fund aims to outperform (after deduction of costs) the MSCI ACWI ex-UK Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.Worldwide Global Alpha Fund
The Worldwide Global Alpha 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.