Redwheel Global Equity Income S Cap EUR

To provide a combination of income and long term capital growth by investing primarily in a portfolio of global companies. The Sub-Fund will primarily invest its assets (excluding cash and cash equivalents) in equity and equity linked securities of companies that are listed on a global stock market. The Sub-Fund portfolio is constructed holistically using the research driven, bottom-up investment process of the Investment Manager. The Sub-Fund strategy has an inherent style bias; every holding in a global equity income portfolio has to yield at least 25% more than the broader market (for example, FTSE World Equity Index) at the point of purchase. Any holding whose prospective yield falls below the comparative index yield is sold. The most attractive stocks for this strategy tend to be those of good quality, cash generative companies with realisable dividend yields. The Sub-Fund is actively managed and uses the MSCI World Net TR index for performance comparison purpose only. The deviation of the portfolio composition of the Sub-Fund from that of the comparator can be material.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No