Global equity specialist/constrained

Our global equity specialist / constrained portfolio aims to outperform the MSCI index by 2.5% per annum and normally has a tracking error versus the index in the region of 4-5%.

Risk is reduced, relative to our unconstrained portfolio, through the use of narrower restrictions on sector, industry and regional/emerging market relative weights.

Our latest factsheet contains details of our current portfolio, including historic performance data.