DMS Charteris Global Macro Fund
The fund aims to provide long-term capital and income growth from a global portfolio of predominantly blue-chip companies, while mitigating downside risks. The fund has an unlimited remit and is allowed to invest in any country, sector or security. Its strategy centres on analysing and taking a view on global economic themes and trends. Undervalued companies using technical analysis are then selected based on the bigger picture economic view.
Who Might The Fund Appeal To?
Investors looking for global diversification, without any constraints on asset or geographical allocation.
- Top fund in Citywire Mixed Assets/Absolute Return for 2016*
- Top quartile in 2016 in IA Global Sector**
Source: *Citywire Wealth Manager, **Financial Express
Past performance should not be as guide to future performance. All performance information is based on the Institutional Accumulation class unless stated otherwise.
The value of this investment and the income from it can go down as well as up, it may be affected by exchange rate variations, and you may not get back the amount invested.
A comprehensive list of risk factors is detailed in the KIID and the Fund Prospectus and an investment should not be contemplated until the risks are fully considered and understood.
Current tax levels and reliefs will depend on your individual circumstances and details are also contained in the Key features (including the KIID and Principal Prospectus).
If you are unsure of the suitability of this investment, please contact your Financial Adviser.