The Quercus Growth Fund builds a globally diversified portfolio by directly investing in UK, European, and US shares, along with corporate and government bonds rated between AAA and BBB-. For assets outside these regions or with lower bond ratings, it uses specialized funds. Additionally, the fund includes investments in actively or passively managed specialist strategies and commodities through various funds. This blend of equities, high-quality bonds, and specialized investments aims to achieve both capital growth and income from dividends and interest across multiple geographic and economic sectors.
Content summarized by AI chatbot
Tags:
bondsglobal equitiesftse 100bank of england base rateftse north americaftse japanftse emerging marketsftse developed europe excluding ukftse aw asia pacific excluding japan australia new zealand india and pakistan