Curate Global Growth Equity Fund
This is a global equity fund designed to specifically give investors exposure to the growth style in global stock markets. It offers the potential for high returns over long periods because of its exposure to market leading companies showing rapid growth.
Why invest in this fund?
- A specialist portfolio of global shares.
- Exposure to the growth style of investing, which aims to identify companies likely to grow their businesses most rapidly in the near future.
- The growth style has a proven history of contributing to investment performance over time.
- Ideal as part of a diversified global portfolio.
Managed by
Jennison Associates
With a track record dating back to 1969, Jennison Associates is an independent global asset manager with its headquarters in New York. The firm prizes independent thought, considered risk-taking, and delivering consistent performance for investors.
Fund objective
This fund invests in a portfolio of shares classified as “growth companies”. This means that they are growing their profits and cash flows faster than the average companies in the market. Over time, this is one of the most proven investment styles, as investors benefit from share prices moving higher in relation to this growth. This fund is part of Curate’s specialist global range.
Investment Philosophy
Through focused research, Jennison seeks to invest in market-leading companies that are showing rapid growth and have outstanding competitive advantages. By identifying innovation and disruptive business models early, the firm is able to capture the high growth these shares can enjoy.
Fund related risks
Over the short term, the investments in this portfolio can move up and down substantially. It is not suitable for investors who want to avoid variable returns over shorter periods. Extreme events could have a particularly large impact.
