Harris Associates Glb Concntr Eq N/A GBP
Fund
Fund Info
- Yield History0.11%
- 3 Year sharpe0.61
- 3 Year alpha3.62
- Distribution Typeaccumulation
- BenchmarkMSCI World NR USD
- Legal StructureOpen Ended Investment Company
- Fund Size (month end)Open Ended Investment Company
- OCF1.00%
- IA SectorGlobal
- Manager GroupNatixis
- DomicileUnited Kingdom
- ISINGB00BN405018
Investment Strategy
The investment objective of Harris Associates Global Concentrated Equity Fund (the “Fund”) is to achieve long-term growth of capital. In order to meet its objective, the Fund will invest at least 80% of its assets in equity securities of companies around the world quoted on Eligible Markets, including emerging markets. The Fund may invest in companies with a market capitalization greater than $5 billion at the time of initial purchase.
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