XXXXX | Global Equity Megatrends Fund

Why Invest

Seeks to achieve long-term capital appreciation through investment in a high conviction, global all-cap equity portfolio of 20 to 30 companies supported by multiple long-term, global, secular shifts

Differentiated Alpha

Minimal holding overlap means the fund can be complementary to most equity portfolios

Robust Risk Management Approach

A risk-focused approach, aiming to minimise downside risk and to protect investors in challenging markets

Experienced Team

A dedicated team of experienced investors with a proven track record dating back to 1991

Fund Facts

Performance & Exposures

Returns & Distributions

Loading..

Stewardship & Sustainability

Portfolio Management Team

Fund Literature - 25 documents

Fund Literature Documents Listing and Download
Document NameShare ClassLanguageDateDownload
AEnglishAugust 2026
ASimplified ChineseAugust 2026
IEnglishSeptember 2026
ItalianOctober 2023
AEnglishAugust 2026
AEnglishSeptember 2026
ASpanishAugust 2026
ATraditional ChineseAugust 2026
IEnglishAugust 2026
IEnglishSeptember 2026
ItalianJune 2026
EnglishJuly 2026
EnglishSeptember 2026
EnglishJuly 2026
EnglishSeptember 2026
EnglishSeptember 2026
EnglishSeptember 2026
EnglishJuly 2026
ASimplified ChineseAugust 2026
GermanSeptember 2023
IEnglishSeptember 2026
AEnglishAugust 2026
EnglishMarch 2025
EnglishJuly 2026
EnglishSeptember 2026