Evenlode Global Opportunities Fund F USD Acc
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General Objective
The Fund aims to provide long-term total returns with an emphasis on capital growth. It will invest predominantly in the shares of global listed companies, with the balance in cash or similar liquid assets.
Fund Exposure
The Fund will invest in a focused portfolio of generally between 30 and 55 companies that offer a combination of high and growing cash-flows and low business risk. The Investment Manager will look to identify financially strong businesses through quantitative screening on the UK, US, and European markets.
Risks
The Fund may invest up to 10% in Collective Investment Schemes that are established as UCITS and eligible under the Regulations. It may also invest in financial derivative investments for hedging purposes, which are linked to the rise and fall of other assets. This Fund may not be appropriate for investors who plan to withdraw their money within 5 years.