Future World Global Equity Focus Fund

The Future World philosophy encapsulates how we view our responsibilities as a large asset manager and a steward of our clients’ investments, by considering environmental, social and governance (ESG) factors. It incorporates how we engage with companies, develop innovative products, evolve our investment process and manage risk to deliver sustainable long-term value.

The fund aims to generate long-term capital growth by investing in equity securities on a global basis, including emerging markets. The fund aims to outperform its benchmark by 3% per annum, gross of fees, over rolling three-year periods.

An actively managed, concentrated global equity fund for investors seeking capital appreciation through stock selection.

The high-conviction approach offers global exposure to companies benefiting from the long-term global changes to society.
We aim to achieve financial success while investing in the future, by comprehensively incorporating environmental, social and governance (ESG) factors and actively engaging with company management.

Future world global equity fund profile

Risks

The value of a Fund can fall as well as rise, and is not guaranteed. Other risks such as credit, issuance, liquidity and counter party risks may also be involved. No guarantee can be given that the Fund will achieve its objective, if any. Changes in exchange rates may have an adverse effect on the value price or income of the Fund. Performance indications do not consider charges levied at subscription and/or redemption. Past performance is not a reliable guide to future performance.

Tax treatment of the subscription, holding and redemption of shares in the Fund depends on individual circumstances and may be subject to change. For information about the risk factors relevant to the Fund, investors are invited to consult the prospectus and the key investor information document. Investors are invited to read the prospectus and the KIID before subscribing to the shares in the Fund. These documents are available on this website.