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Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
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The Funds investment objective is to achieve capital appreciation in the medium to long-term, primarily by taking long positions in equity securities and financial derivative instruments (FDIs) on equity securities of companies in or related to the global financial services sector and to a lesser extent, the real estate sector. The Fund will seek to achieve a total return which exceeds the total return of the Benchmark, the MSCI ACWI Financials Index. The Funds assets will be invested primarily in equity and equity related securities and FDIs in the global financial services sector. At times the Fund may also invest in debt securities, which may include private and public debt securities (e.g. corporate or government bonds which may be fixed or variable rate, investment grade or below investment grade as rated by Moodys, Standard & Poors, Fitch or other rating agencies, or unrated) and commercial paper. The securities in which the Fund invests may include, without limitation, ordinary shares, common stock, equity-related securities including preference shares, convertible securities (e.g. convertible bonds or convertible preferred stock) and contingent convertible instruments, exchange traded notes, real estate investment trusts, global depositary receipts, American depositary receipts, warrants and rights. The Fund may also invest in exchange traded funds, which provide exposure to the particular asset classes in which the Investment Manager wishes to invest, and in ancillary liquid assets, which may include bank deposits, certificates of deposit, government securities, floating rate notes, money market funds and freely transferable promissory notes.