Global Growth Fund
Investment objective
The Fund aims to deliver a return substantially ahead of cash over rolling five-year periods.
Investment approach
The Fund aims to achieve its objective through investment in a global portfolio of equities and bonds. Exposure to these markets will be primarily gained through collective investment schemes (unit trusts, OEICs, investment trusts, ETFs). On occasion, the Fund may also invest in other asset classes such as commercial property and commodities.
Investor profile
The Fund is appropriate for a wide range of investors, including private clients, ISAs, trusts, pensions, charities and companies.
It may be suitable for investors who:
- Seek substantial capital appreciation
- Wish to allocate a portion of their assets to global opportunities
- Require a diversified investment strategy
- Want an actively managed portfolio
- Are able to take a medium/long term view
Key Investor Information Documents (KIIDs)
|Ingenious Global Growth Fund KIID (class institutional) (143Kb)|
|Ingenious Global Growth Fund KIID (class retail) (145Kb)|
Ingenious Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
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