Launched in September 2018, in response to demand from existing investors in our Vanbrugh and Distribution Funds, the Global Opportunities Fund applies the same award-winning investment process but targets investors with a higher tolerance for risk. The Fund’s primary aim is to deliver capital growth, after charges, in excess of general markets over the long term (defined as rolling periods of at least 5 years).
In order to achieve this, we will invest in a variety of financial assets (with a minimum exposure to equities of 60%), which can be volatile.
The Fund sits in the Investment Association Flexible Investment Sector.
For an up-to-date price of the Global Opportunities Fund, click this link to our administration provider Apex Fundrock.
Fund performance since launch:
Source: FE fundinfo. 18/09/2018 to 31/03/2024. 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.
