About This Fund

The fund targets long-term growth, as well as an income premium of 15% to its benchmark of global stocks.

Investors benefit from our established thematic approach to investing. Our integrated ESG screening criteria ensures that stewardship is fully embedded in portfolio construction, and aids risk management.

At this strategy’s core is a simple proposition: it targets businesses that return cash to investors. It’s an approach that we believe should outperform over the long term.

Sustainable investment labels help investors find products that have a specific sustainability goal.

Whilst the fund incorporates environmental, social and governance (ESG) considerations, active ownership and impactful policy outreach, it does not have a defined sustainable goal or objective, therefore this product does not have a UK sustainable investment label.

For more information on the Sustainability Disclosure Requirements and investment labels regime, please see: https://www.fca.org.uk/consumers/sustainable-investment-labels-greenwashing

Key Benefits

The fund is a compelling option for income-seeking investors and those looking for lower-risk capital growth and income generation.

A focus on quality aims to bring about sustainable competitive advantaged and disciplined capital allocation.

We look for companies that have generated strong returns on invested capital and converted that profit into distributable cash flow.

How we invest for this fund

We carefully analyse the competitive strengths of each company to ensure that cash generation can be sustained well into the future. Our goal is to create a portfolio of growing, low risk, lifetime annuities. Our research team analyse management teams who prudently approach M&A and leverage, ensuring that long-term cash returns to shareholders are maximised.

More specifically, the fund has a three-step investment process. Idea generation leads to stock-selection, following which we can construct a diversified portfolio