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We are thrilled to confirm that the WS Saracen Global Income and Growth Fund has won the 2024 Lipper Fund Award for best Equity Global Income fund over 3 years. The Lipper Fund awards recognise funds for their consistently strong risk-adjusted performance relative to their peers. A well-deserved win by the fund managers Graham Campbell, Bettina Edmondston and Alasdair Birch.
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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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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.
