ES R&M Global High Alpha Fund B Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.54%
  • 3 Year sharpe0.04
  • 3 Year alpha-9.2
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI NR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.94%
  • IA SectorGlobal
  • Manager GroupEquity Trustees
  • DomicileUnited Kingdom
  • ISINGB00BZB1R490

Investment Strategy

The investment objective of the Fund is to grow the value of your investment (known as “capital growth”) in excess of the MSCI All Country World Index (ACWI) Net Total Return (the “Benchmark”) over a rolling 5 year period, after the deduction of all fees. The Fund seeks to achieve its investment objective by investing at least 80% of its value in shares of global companies (including emerging markets). Investment can be direct, or indirect, in shares (including common and preference shares and units of common and preferred shares), rights for shares, warrants, depositary receipts (securities issued by banks that represent company shares), investment trusts (including REITS) and collective investment schemes.

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