Ninety One Global Strategy Fund - Global Strategic Equity Fund A Acc USD
ISIN LU0345770308 / Valor 3834109
Ninety One Global Strategy Fund - Global Strategic Equity Fund A Acc USD
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General Objective
The fund aims to provide long-term capital growth by investing globally primarily in the shares of companies believed to offer above-average opportunities for capital gains, focusing on high-quality companies with strong management, undervalued market positions, and potential for profit growth.
Fund Exposure
The fund is actively managed and may invest up to 20% of its value in mainland China, including companies traded on Stock Connect. It uses derivatives for efficient portfolio management and does not seek to replicate the MSCI AC World Net Return Index, but rather holds assets that are components of the index in different proportions.
Risks
The fund is categorized towards the higher end of the Risk and Reward Indicator scale due to the fluctuating values of the companies it invests in. Risks include currency exchange fluctuations, derivatives usage, exposure to emerging markets like China, and equity investment risks. The full list of fund risks can be found in the Ninety One GSF prospectus.
Source
https://ninetyone.com/en/international/funds-strategies/funds/global-strategic-equity-a-inc-usd-lu0345770993
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