Overstone Global Equity Income Fund L Acc
ISIN GB00B3ZMR334 / Valor null
Overstone Global Equity Income Fund L Acc
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General Objective
The fund aims to achieve income and some capital growth over the longer term (5 years or more) through active management by the Investment Manager.
Fund Exposure
The fund will invest in a diversified global portfolio with potential exposure of up to 100% in equity markets. It will have a concentrated portfolio with typically 15-40 holdings and may also invest in fixed income assets (up to 30%).
Risks
Risks associated with this fund include market risk, concentration risk due to the limited number of holdings, and potential risks related to investing in derivatives for EPM purposes.
Source
https://www.oldfieldpartners.com/UK-D/Strategy/Global-Equity-Income/Fund/Overstone-Global-Equity-Income-Fund/
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