Stonewood Global Equity Fund

The Fund aims to earn a higher total rate of return than world equity markets. The Fund is actively managed, and does not seek to replicate its Benchmark, and may instead differ materially in order to achieve its objective. It is designed to remain substantially invested in global equities and will have at least 90% equity exposure at all times.

Investment strategy

Investment opportunities are identified from a “bottom-up” fundamental deep value approach, investing in securities where intrinsic value exists with a substantial margin of safety. In assessing intrinsic value, particular attention is given to the value to a “Private Buyer” and the spread between this value and the market price, providing the margin of safety and risk reduction. The larger the spread, the more attractive the security is relative to other opportunities.

Benchmark

The Benchmark for the Fund is the MSCI World Total Return Index.

Who is this fund designed for

The Fund is designed for investors with an investment horizon of more than seven years who are seeking a portfolio that is fully invested in, and exposed to, global equities and who therefore accept exposure to trends in world stock markets.

Risk

This Fund invests mainly in equities (shares). As a general rule, equities are riskier than cash and bonds, but come with a greater chance of reward. Shares go down in value as well as up, so your investment returns will fluctuate daily – sometimes quite significantly – and you may get out less than you put in. Because this Fund invests in companies around the world, there is also the risk of being adversely affected by changes in foreign currency exchange rates.

Information not advice

All information on our website is meant to help inform you in your investment decisions, not to provide advice on what you should or shouldn’t do. If you are seeking financial advice, please consider consulting a qualified financial adviser.