The case for Global Income and Growth

Why RGI Global Income and Growth?

Investors can get exposure to a global income fund which is highly differentiated from its peer group and very attractively valued.

Portfolio has a low overlap with other funds in the sector
Fund is already positioned for a prolonged period of Capex
We are following the healthy corporate Balance Sheets: B2B not B2C
We expect these investments to generate higher returns and real income growth
Valuations are still attractive
Winner of the 2024 Lipper Best Equity Global Income Fund over three years

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*WS Saracen Global Income and Growth renamed to the RGI Global Income and Growth, as per shareholder approval, on 5 April 2025.

RGI Global Income and Growth Fund

The focus of the fund is to invest in leading global businesses offering lower risk and modest share valuations. We conduct proprietary research focusing on businesses’ long-term earnings potential, including ‘worst-case’ scenario modelling. The outcome is a differentiated, conviction portfolio with a high active share.

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The fund won the 2024 Lipper Best Equity Global Income fund over 3 years and has also featured in Citywire, Portfolio Adviser and Trustnet.

Click on the links below to read more:

Lipper: Best Equity Global Income fund over 3 years

Citywire: The funds beating the market without the magnificent seven

Portfolio Adviser: Saracen ploughs into cyclicals

Trustnet: Cyclicals aren’t so cyclical anymore – they may be our most consistent outperformers

Portfolio Adviser: Five global equity funds boasting the highest yields and leading returns

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About the Fund Manager

Bettina Edmondston

Bettina joined Saracen, now River Global Investors, in 2015 from Apo Asset in Germany where she co-managed the Global Healthcare Fund. Having started her career at Brewin Dolphin, she has worked both as sell side analyst (Kepler Capital Markets) and buy side portfolio manager (Alliance Trust, Aegon Asset Management). Bettina started her career in 2000 and has covered global stocks across most sectors.

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About the Fund Manager

Alasdair Birch

Alasdair joined Saracen, now River Global Investors, in September 2021, having previously worked as a Deputy Fund Manager and Investment Analyst at SVM Asset Management. Alasdair joined SVM in 2012 from BNP Paribas Investment Partners UK, where he was a junior portfolio manager within the European mid and small cap team.

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IMPORTANT NOTICE

For professional investors only.

This document has been prepared by River Global Investors LLP (“RGI”). RGI is authorised and regulated in the United Kingdom by the Financial Conduct Authority (Firm Reference No. 453087) and is registered in England (Company No. OC317647), with its registered office at 30 Coleman Street, London EC2R 5AL. The value of investments and any income generated may go down as well as up and is not guaranteed. An investor may not get back the amount originally invested. Past performance is not a reliable guide to future results. Changes in exchange rates may have an adverse effect on the value, price or income of investments. This article does not constitute an investment recommendation and should not be used as the basis for any investment decision. Opinions, estimates and projections in this article constitute the current judgement of the author as of the date of this article. Please note that individual securities named in this article may be held by the Portfolio Manager or persons closely associated with them and/or other members of the Investment Team personally for their own accounts. The interests of clients are protected by operation of a conflicts of interest policy and associated systems and controls which prevent personal dealing in situations which would lead to any detriment to a client.