The fund follows a time-tested approach that aims to benefit from changing patterns of world trade, focusing on established or early-stage multinationals that are innovative and have strong balance sheets and diverse sources of revenue.
A global approach
The fund's global mandate gives portfolio managers the flexibility to respond to investment opportunities anywhere in the world.
Multinational companies often stand to gain from changing global trade and investment trends, and have the potential to deliver long-term growth of capital. The resilience of these companies could also offer a measure of stability during down markets.
Capturing these opportunities require globally integrated research and multiple perspectives. Our portfolio is built with our highest-conviction ideas through fundamental, bottom-up investing.
The fund is managed by the same team as the US strategy.
Shifting global trade patterns open up new opportunities November 2017
The pace of change for global investors has never been more rapid. With changing international trade patterns, it’s challenging to stay alert to the opportunities that are arising. We believe a research-driven approach is key to identifying the winners of tomorrow.