||26/11/15 to 26/11/16
||26/11/16 to 26/11/17
||26/11/17 to 26/11/18
||26/11/18 to 26/11/19
||26/11/19 to 26/11/20
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.
View fund chart
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.
View funds on the Wealth Shortlist »
A concentrated global equity fund with a focus on companies whose stocks are trading at a significant discount to intrinsic value, are of high quality, and that have owner-oriented management teams. Employs a disciplined value approach with a long-term, absolute-return orientation. Follows a rigorous, independent and fundamental research process to identify businesses with growing value. Derives estimation of intrinsic value by adopting a private-equity approach to public-equity markets that uses free cash-flow analysis as the main metric.