Views & News

Global Value and Income Dispatch

| Multi-Asset Value
  • We believe the recent volatility bursts are symptomatic of changes in market structure years in the making.                                                     
  • Value investing strategies, when properly configured, can take advantage of this volatility.                                                                      
  • The portfolio has returned to a more conservative positioning, with equities once again slightly below 50%.

Disclaimer

Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s objective is to offer regular income generation consistent with long-term capital growth. The annual management charge is deducted from the capital of the Fund. This will increase the income from the Fund but may constrain or erode potential capital growth. 

For a better experience, we recommend viewing this website in landscape orientation.

Webinars

×

JOHCM

×

Regnan

×