Global Blue Chip Fund
To achieve long-term capital growth in the value of assets, which are benchmarked against a portfolio of 100% global blue chip equities. “Blue chip” is defined as an internationally recognised company, often the leader in its field, with a lengthy history of profit growth and quality management.
Objective
To achieve long-term capital growth in the value of assets, which are benchmarked against a portfolio of 100% global blue chip equities. “Blue chip” is defined as an internationally recognised company, often the leader in its field, with a lengthy history of profit growth and quality management.
Investment Strategy
Investments are selected from a universe of ten global industry sectors based on a combination of qualitative and quantitative factors. The style may be categorised as a combination of growth and value. The portfolio’s exposure to any given sector is determined by both macro-economic and valuation considerations and with reference to the sector’s weight within a broad global index of over 1,400 companies and 23 countries.
The Fund holds a diversified portfolio of US and International stocks. Management’s strategy is to keep the Fund fully invested at all times except at market extremes, when it may elect to hold a portion in cash or cash equivalents.
Benefits and Features
Income Distribution
USD Initial investment of USD 5,000
Note: See relevant Fund Fact Sheet for the latest Total Expense Ratio (TER)
The Global Blue Chip Fund
An annualised +10.11% return
| 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|
| +16.16% | +22.59% | -16.89% | +21.62% | +12.50% |
Important Information
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