IE00BK4Z4V95UCITS FundTo increase the value of Shareholders’ capital over the longer term from a focused, actively managed portfolio of global equities, primarily those listed or traded on Recognised Exchanges in developed countries world-wide. The Fund’s investment performance is compared with the MSCI World Index and is reported in Sterling. The Fund is not constrained by the benchmark (MSCI World Index) and will take positions in individual stocks that differ significantly from the Index with the aim of achieving a return in excess of the benchmark.
| Period | Fund | Index | Diff |
|---|---|---|---|
| 1 Year | −5.20% | +20.00% | −25.20% |
| 3 Years p.a. | +3.00% | +17.40% | −14.40% |
| 5 Years p.a. | +1.20% | +11.50% | −10.30% |
| 10 Years p.a. | +7.60% | +12.60% | −5.00% |
| Since Inception | +11.10% | +12.40% | −1.30% |
No figures disclosed.
Figures as of 2026-08-31. Data from FundFacts API; not investment advice.