GuardCap Global Equity Fund I USD Inc

The fund aims to achieve long-term growth of capital with lower than market volatility by primarily investing in shares and related instruments of high quality companies listed in OECD countries. The fund also considers positive indicators such as competitive advantage, strong management, financial history, and quality growth.

The fund may also invest in debt securities, interest rates, and other asset classes to achieve its objective. ESG-related risks are taken into consideration, and the fund promotes environmental and social characteristics within the meaning of Article 8 of the Sustainable Finance Disclosure Regulation. The fund is actively managed and may deviate materially from the MSCI World Index.

Investors should be aware that the fund may use financial derivative instruments and assets that embed FDI, potentially allowing the fund to obtain market exposure in excess of the value of its assets (leverage). The fund may declare dividends annually in April, and shares can be bought or sold on a daily basis. Investors should carefully consider the risks associated with investing in the fund, including market volatility and potential deviations from the benchmark index.

https://guardcap.co.uk/en/gbr/funds/guardcap-global-equity-fund-gbp-i-distributing/