The primary objective of the Global Equity Portfolio is to achieve a long term total return by investing across developed global equity markets. The investment style is to invest in dominant, high quality businesses which have a history of developing both growth and real economic value.
The portfolio's exposure to listed securities will always exceed 90% of the portfolio's net asset value but may include preference shares, property shares and property related securities.The investment methodology relies primarily on bottom up fundamental analysis. Investment allocation to underlying companies are long term in nature with a view to minimise portfolio turnover. While we expect our approach to achieve returns in excess of the market the portfolio construction is benchmark agnostic.