Curate Global Quality Equity Fund
This specialist portfolio invests only in high-quality companies in global stocks in developed markets. Its performance can be variable in the short term, but it has the potential for high returns over longer periods.
Why invest in this fund?
- A specialist portfolio of global, developed market shares.
- Exposure to the quality style of investing, which aims to identify the most stable and consistent companies listed on global markets.
- The quality style has been proven to contribute to outperformance over time, with lower volatility.
- Ideal as part of a diversified global portfolio.
- Blends well the funds following a value or growth investment style.
Managed by
Evenlode Investment Management
Founded in 2009 and based in the Oxfordshire countryside, Evenlode is an innovative, independent fund manager that is dedicated to only one style of investing.
It aims to deliver long-term returns to investors, with a strong focus on minimising risk and ensuring that there are no surprises for investors along the way.
Fund objective
This fund is part of Curate’s specialist global range. It is designed as an investment into a portfolio of shares classified as “quality companies”. These are businesses with high profitability, proven business models and strong competitive advantages. Investing in these kinds of companies is a proven way of outperforming over time, as they are able to keep growing their profits over many years.
Investment Philosophy
Evenlode’s focus is on not just finding businesses with strong business models and excellent competitive advantages at reasonable prices, but identifying those with the highest probability of continuing to show those characteristics into the future.
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.
