| The investment
strategy of the Fund is to provide investors with access
to investments in small companies in any geographical
location. The number of holdings can range between 60
and 80, which compared to the universe for global small
companies makes the Fund highly concentrated.
The Global Small Cap Team’s focus is on companies
that they believe are currently, or will be soon, financially
productive; are inexpensively priced on a relative basis;
and are poised to unlock shareholder value in the near
future.
The aim is maximise returns for investors via a portfolio
of companies whose businesses meet the Team’s
criteria for investment, rather than include companies
purely for diversification purposes. While the Fund
will be concentrated, and may result in periods where
performance deviates significantly from the index.
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