|28/02/19 to 28/02/20
|28/02/20 to 28/02/21
|28/02/21 to 28/02/22
|28/02/22 to 28/02/23
|28/02/23 to 28/02/24
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
James Thomson is one of only a few global fund managers to show they can pick great companies and perform better than the broad global stock market over the long term. We think he has the potential to repeat this success in future, although there are no guarantees.
Our latest article
In this fund update, Investment Analyst Aidan Moyle met with lead manager James Thomson to discuss how he has dealt with a volatile 12 months as investors rotate back to growth stocks.
We aim to deliver a greater total return than the Investment Association (IA) Global Sector, after fees, over any five-year period. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (dividend payments). We use the IA Global sector as a target for our fund's return because we aim to achieve a better return than the average of funds that are similar to ours.
We compare our asset allocation to the FTSE World Index to give you an indication of how our fund is positioned against the global stock market.