TM Redwheel Global Equity Income Fund Class L Accumulation
Fund
ISIN GB00BMBQN909 / Valor null
NAV (2025-04-17)
GBP 1.34-0.22%
TM Redwheel Global Equity Income Fund Class L Accumulation
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General Objective
The objective of the fund is to provide a combination of income, net of fees, and long-term capital growth by investing primarily in a concentrated portfolio of global companies. The fund typically holds investments in 30-50 companies and focuses on stocks that offer attractive value and are issued by companies with good prospects and strong fundamentals.
Fund Exposure
The fund primarily invests in equity and equity-linked securities of companies listed on a global stock market. It has a wider global view in constructing its portfolio and aims to invest in stocks that yield at least 25% more than the broader market at the point of purchase. The fund may also invest in collective investment schemes, fixed and floating rate debt securities, cash equivalents, and gain exposure to fixed income instruments, including emerging market and subinvestment grade debt.
Risks
Some of the risks associated with this fund include market risk, currency risk, credit risk, interest rate risk, and derivative instruments risk. The fund may also be exposed to risks associated with investing in global companies, equity and equity-linked securities, and fixed income instruments. Additionally, the fund's performance may be compared to the MSCI World Equity Index NDR index for benchmarking purposes.