Smith & Williamson MM Global Invmt B fund price, performance, charts and research

Investment Strategy

The objective of the Fund is to achieve a long term capital growth, together with the generation of some income, primarily from a portfolio of shares in United Kingdom close-ended investment trust companies (“Investment Trusts”) and other closed-ended investment companies listed on global exchanges in Recognised Markets. The Fund may also invest in transferable securities, money market instruments, deposits, collective investment schemes and warrants. The investment policy of the Fund is to invest in a spread of closed-ended funds which themselves invest in a variety of countries and sectors, especially where their prospects are deemed to be good, or where there is a discount of the share price to the net asset value of the relevant Investment Trust.