The companies most likely to compound shareholder wealth over time, in our view, are those businesses that display the best combination of business and financial model strength, allocate capital efficiently, and are attractively valued.
Quality companies are often capital light. As such, they tend to be more resilient as they can reinvest in their business and convert most of their profits into cash – ultimately compounding shareholder wealth over the long term.
Global Franchise Fund
Actively managed and seeks to provide consistent growth.
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Global Quality Equity Income Fund
Attractive initial income and seeks to grow this over time.
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The value of investments, and any income generated from them, can fall as well as rise. Where charges are taken from capital, this may constrain future growth.
Past performance is not a reliable indicator of future results. If any currency differs from the investor's home currency, returns may increase or decrease as a result of currency fluctuations.
Investment objectives and performance targets may not necessarily be achieved, losses may be made.
The following risks apply to all the above mentioned Funds:
Equity investment: The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. bankruptcy), the owners of their equity rank last in terms of any financial payment from that company.
Concentrated portfolio: The Fund invests in a relatively small number of individual holdings. This may mean the value of the Fund may fluctuate more widely than more broadly invested funds.
Currency exchange: Changes in the relative values of different currencies may adversely affect the value of investments and any related income.
The following is a fund specific risk:
(Global Quality Equity Income)
Developing market: Some countries may have less developed legal, political, economic and/or other systems. These markets carry a higher risk of financial loss than those in countries generally regarded as being more developed.