Esk Global Equity Fund - Fund at a Glance

Aims and Objectives - Long-term capital growth from an actively managed portfolio of international equities. The focus of the Fund is on larger capitalisation companies (market capitalisation in excess of $5billion) listed on recognised exchanges in developed markets. No specific geographic limitations are imposed, but a 15% maximum is applied to UK companies.

Strengths of the Fund:


Biased to large cap and quality companies, completely unconstrained by sector or geography. Hard currencies only.

International investing

An international equity fund in which GBP assets are kept to a minimum

Investment style

Manager runs winners and cuts losers - slight bias to momentum investing

Large company bias

Focus on larger organisations to support liquidity and transparency.

Investment companies

Occasional use of investment companies to gain broader exposure to other markets.

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