Walter Scott Global Equity Fund (Unhedged) |  |
Investment objective
To seek to achieve a long-term (at least 5–7 years) total return that exceeds the relevant benchmark being the MSCI World ex-Australia Index in $A dollars hedged with net dividends reinvested. Walter Scott scours global markets to find what they believe are the world’s best companies, capable of generating sustained wealth over the long term. As fundamental, bottom-up stock pickers, Walter Scott focuses on companies that are profitable, have a sound ability to generate cash, have strong balance sheets, and robust governance structures. Their approach is focused on the need to generate real returns over the long term. The fund will generally hold between 40 and 60 stocks. Walter Scott is a global investment manager established in 1983, in Edinburgh, Scotland. Walter Scott has a wealth of experience in global equity investment. Walter Scott is a classical, fundamental and long-term growth manager. Walter Scott scours global markets to find what they believe are the world’s best companies, capable of generating sustained wealth over the long term. As fundamental, bottom-up stock pickers, Walter Scott focuses on companies that are profitable, have a sound ability to generate cash, have strong balance sheets, and robust governance structures. Their approach is focused on the need to generate real returns over the long term.Investment strategy
Investment manager
