Fund size: CHF 1.64 billion
Launch date: 29 May 2009
Fund managers: Mark Ferugson and Miguel Nogales
Performance over three years: 65% as of 31 August 2018
This long-only equity strategy seeks to outperform the MSCI World index over the long term. It integrate ESG criteria, uses a bottom-up research process to select stocks.
In the three years to August 2018 it outperformed the sector average by 35.7 percentage points, and ranks fourth out of all Citywire-rated global equity funds.