Investment Objective & Strategy

The Global Growth 2 Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed international large companies.

We look for globally listed companies and Exchange Traded Funds (ETFs) that can provide long-term capital growth. We will look for opportunities across developed and emerging markets.

The Fund is designed to grow capital by investing in global companies, directly and through ETFs.

Investment Timeframe

5+ years

Fact Sheet
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Target Investment Mix

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1 Year Return

As at 30 September 2024

24.1%


Since Inception

As at 30 September 2024

5.7% p.a.


Unit Price

As at

$-.--


Risk Indicator

This Fund has a 5 out of 7 risk rating.

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Returns as at 30 September 2024

Fund Performance

Cumulative return since inception

Global Growth 2

Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.

Portfolio Team

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Guy Thornewill

Head of Global Research (UK)
BA Hons, CFA
Meet Guy
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Toby Woods

Senior Investment Analyst for Global and UK & Europe Funds (UK)
MSC HONS
Meet Toby
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Mike Taylor

Founder and Chief Investment Officer (NZ)
BSS, NZX DIP
Meet Mike
Latest Quarterly Update
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Resources

Click on the links below to view more information about this fund
Fact Sheet
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Product Disclosure Statement
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Statement of Investment Policy and Objectives
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