Objective
The Fund seeks to maximize total return, consisting of capital appreciation and current Income investing in equity securities of companies located throughout the world.
Investment team is a multi-tiered structure which includes generalist portfolio managers, Global Sector Specialists, and regional analysts, each adding value in distilling the Global Equity universe.
Key features
- Fundamental stock selection: The approach is rooted in long-term fundamental analysis, guiding both stock selection and portfolio construction.
- Forward-looking focus: The strategy emphasizes future earnings surprises rather than traditional, backward-looking style metrics.
- Resilience across market cycles: The strategy has historically outperformed in various market conditions, especially those aligned with fundamental developments.
Fund documentation
- Fact sheet (PDF): Share classes A, IS, and/or R6


