Heriot Global Fund B Inc

The Fund aims to provide capital appreciation over the long term (5 years or more) by investing in dividend growth companies. The Fund will invest in listed global equities.

The Fund aims to invest in a portfolio of approximately 60-100 companies which have high levels of profitability and cash generation, consistent re-investment, low levels of debt and prudent governance in order to deliver the investment objective. The Investment Adviser will perform research to identify shares in companies that provide this.

Investors should be aware that this Fund may not be appropriate for those who plan to withdraw their money in the short-term. It is recommended to view this Fund as a long-term investment only (5 years or more).

https://www.dundasglobal.com/funds/the-heriot-global-fund