ADSI Global Equity Fund

Objectives

The Fund has a mandate to invest globally in a diversified portfolio of equities and equity like instruments, that ADSI has identified as underappreciated by the wider market and offer sustainably high rates of growth and return. The fund will aim to outperform global equities and charge a performance fees only if it does so.

Key Points

• Drawing on ADSI investment team’s over three decades of Equity portfolio management expertise
• Primary focus of investing in companies trading at a reasonable price and achieving high rates of growth
• Thematic approach to idea generation
• Active Portfolio Management to ensure better risk reward
• Strong Risk Management Focus to reduce portfolio volatility
• Low Management Fees with performance fees based on index outperformance
• Primary focus on capital growth and income generation