The AIC sector, Global Growth, often known as International Generalist, contains some of the largest, longest established trusts. Aside from delivering the world in a single transaction, these trusts can answer specific investment needs, such as a long term home for the savings of a child. And the managers, amongst the most experienced in the industry, have to take a truly global approach, so their views on world markets are always illuminating.
These can be amongst the largest of the closed ended funds available to investors, so the Total Expense Ratios (TERs) can be very low, but there are also some very interesting smaller trusts that fall into this category. These managers take full advantage of their closed end status to squeeze the best out of their performance. So advisers seeking to add value to their clients’ investment portfolios would do well to learn more about the approaches taken.
Amongst the issues likely to be covered are:
•Global Growth managers have recently been shifting emphasis away from the UK. Is this trend likely to continue?
•How gearing can help for Global Growth managers.
•The advantage of low TERs.
•Why owning the world in a single fund can be a positive advantage.
This is your chance to quiz some of the investment industries’ most experienced and well regarded managers. Do not miss out.