For our monthly Fund in Focus we are focusing on the Guardcap Global Equity Fund. This a high conviction equity fund whose main objective is to seek long-term capital growth with a volatility level lower than the market. It has delivered impressively on this objective over the past several years. The philosophy of the fund is that long term sustained growth drives returns. It invests in a small universe of high-quality growth stocks and targets companies with strong positions in growing niche markets. Generally, the fund avoids the big names.
Despite the fact that the fund style would be seen as ‘growth’, a style which has suffered particularly badly this year, its relative performance in 2022 has been impressive. But a major selling point for this fund in our view is that its strategy of holding strong niche players in high growth markets will stand to it when equity markets eventually do turn.
A few points to note:
If you would like to discuss this fund or look at other investment opportunities, please contact Harvest on 01 2375500 or email firstname.lastname@example.org.
This marketing information has been provided for discussion purposes only. It is not advice and does not take into account the investment needs and objectives, financial position, risk attitude, liquidity needs, capital security needs and/or capacity for loss of any particular person. It should not be relied upon to make investment decisions.
Warning: The return may increase or decrease as a result of currency fluctuations.
Warning: The figures refer to the past. Past performance is not a reliable indicator of future results.
Warning: The value of your investment may go down as well as up. You may get back less than
Warning: The income you get from this investment may go down as well as up.