Investment objective
To seek a return above developed equity markets on a medium to long term basis.
| Portfolio Targets | |
|---|---|
| Target | MSCI World Index + 2% p.a. (net of fees) |
| Tracking Error | 2% - 4% (expected) |
Our experience
As of 12/31/2024
+$28bnFocused equity AUM across 5 vehicles
+210Global investors across pensions, corporates, foundations and wealth
+30Equity specialist researchers
Since 2008Working with clients on focused equity portfolios
Legal disclaimer
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The terms below should be read in conjunction with the general Terms & Conditions of Use . By accessing the following pages you acknowledge that you have read and agree to the below:
This section of the website is directed only at persons categorized as Professional Investors. It contains information in relation to funds that are suitable only for Institutional and Professional Investors in the United Kingdom. Access to the information contained in this website in certain countries may be restricted by law and persons who access it are required to inform themselves of, and to comply with, any such restrictions. The information included herein is not intended to be made available to any person in any jurisdiction where doing so would contravene any applicable laws or regulations. By accessing this website you are deemed to do so on your own initiative and are responsible for compliance with all applicable laws. You will not pass on or utilise the information contained in this website in a manner that could constitute a breach of such laws by WTW or any other person.
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Please note that:
The value of all investments and the income from them can go down as well as up. This means you could get back less than you invested.
Past performance and simulated past performance are not reliable indicators of future returns.
Changes in exchange rates may cause the value of investments to decrease or increase.
Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future.
The securities and derivatives investment activities which the funds engage in, may be speculative and involve a substantial risk of loss.
Units or shares in the funds described herein may become illiquid and investors may redeem their investments only as stated in the funds’ prospectuses.
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