WS Guinness Global Equity Income Fund Z large investor GBP Accumulation header image

WS Guinness Global Equity Income Fund Z large investor GBP Accumulation

Fund

ISIN GB00BLGT0N04 / Valor null

NAV (2024-12-24)
GBP 1.06+0.26%

WS Guinness Global Equity Income Fund Z large investor GBP Accumulation
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General Objective

The Fund aims to provide investors with a combination of both income and capital appreciation over the long term (7 to 10 years)or the share class currency.

Fund Exposure

Under normal market conditions, at least 80% of the Fund will invest directly or indirectly in listed equity securities of companies of any market capitalization anywhere in the world (including emerging markets). The Investment Adviser aims to invest in a portfolio of companies which are likely to achieve returns on capital higher than the cost of capital, allowing those companies both to reinvest in the business for growth and to pay a dividend.

Risks

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

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Source

https://www.guinnessgi.com/funds/ws-guinness-global-equity-income-fund

Tags:
msci world global equity dividend stocks

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OTHER SHARE CLASSES OF THIS FUND

WS Guinness Global Equity Income Fund Z large investor GBP Income
WS Guinness Global Equity Income Fund Z large investor GBP Income WS Guinness Global Equity Income Fund Z large investor GBP Income
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Annual Return

-50%0%+50%

Risk level

110
0.25%GBP 1.05
WS Guinness Global Equity Income Fund Y GBP Income
WS Guinness Global Equity Income Fund Y GBP Income WS Guinness Global Equity Income Fund Y GBP Income
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.25%GBP 1.54
WS Guinness Global Equity Income Fund Y GBP Accumulation
WS Guinness Global Equity Income Fund Y GBP Accumulation WS Guinness Global Equity Income Fund Y GBP Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.25%GBP 1.69