The primary aim of the MI Hawksmoor Global Opportunities Fund is to deliver returns, after charges, in excess of general markets over the long term (defined as rolling periods of 5+ years).
How do we achieve this?
We invest in a variety of financial assets, using collectives to invest in long-term structural growth themes and exploit inefficiencies in the closed-ended sector – primarily investment trusts trading at discounts.
What is the investment time horizon?
It is likely that investors will see fluctuations in the value of their investment over the short-term, so they need to share our long-term perspective in order to increase the likelihood of superior long-term total returns.
What is the yield target?
There is no yield target, and because the aim of the Fund is to grow capital, income generation is minimal.
What are the asset exposure parameters?
The Fund sits in the Investment Association Flexible Investment Sector, giving the managers maximum flexibility over asset allocation, including equities, bonds, property and commodities, and over a range of geographical regions. The portfolio is fully invested and whilst diversified, it has a minimum exposure to equities of 60%.
How has the Fund performed since launch?
Source: FE Analytics. GBP total return, C Acc units. Past performance is not a guide to future performance. The value of an investment and any income from it can fall as well as rise. You may not get back the amount you originally invested.
Where can I find the current price?
For an up-to-date price of the Global Opportunities Fund, click this link to our administration provider Maitland.
How do I invest?
You can invest in the Global Opportunities Fund via your chosen investment platform, or you can invest directly (with a minimum investment of £5,000) by downloading and completing the Funds Application Form below.