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GUARDCAP GLOBAL EQUITY I

Bestinvest LogoA large-cap international equity fund focusing on companies offering sustainable growth.

PRICE (INC)

1518.7p

PRICE (ACC)

2917.9p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.8%

ONGOING CHARGE

0.9%

YIELD

0.4%

1 YEAR
9.31%
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Prices as at 29 Nov 2023.

Fund commentary last updated 10 Oct 2022.

Past performance is not an indication of future performance.

Capital at risk.

The investment objective of the Fund is to seek long-term growth of capital with lower than market volatility by investing primarily in equity and similar securities issued by high quality companies listed on Recognised Markets in countries which are members of the Organisation for Economic Co-operation and Development (“OECD”).

Fund summary

SectorGlobal
StructureOFFSHORE FUND
LaunchedJuly 2015
Size£2,622m
Yield0.4%
Dividends paidMarch

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.8%
Ongoing Charges Figure0.9%

Investment Process

Boyd and Warren believe markets are too short-term focussed and fail to attribute sufficient value to the longer-term earnings and cash flows of sustainably growing companies. In contrast their fund looks to emphasise long-term thinking, forecasting and longer holding periods. The bottom-up investment process looks at whether companies meet their 10 Point Confidence Criteria. These include a proven track record of growth through hard economic times, businesses which are mature and not in a “sexy growth” phase, sector tailwinds, high returns on invested capital, little or no debt and business diversification. They also calculate a fair value for the companies based on factors such as cash flow and Price to Earnings ratio. The team relies on their expert knowledge to find companies which could fit the criteria, as well as using quantitative screens. Through this process a High Confidence Pool of up to 50 companies is created. Portfolio investment decisions are made by Boyd and Warren jointly, only selecting stocks from the Pool.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning