Thursday, 13 September 2012 14:33
Dominion's new Global Trends fund to invest in 10 worldwide themes
Dominion Fund Management has launched the Dominion Global Trends Strategic Fund which will aim to capitalise on global thematic trends in areas such as finance, water, energy, technology and telecoms.
The fund will be managed by Dominion's chief investment officer Arjen Los and will take advantage of "the maturing west versus the dynamic east" and sustainable social and economic shifts in global trends.
Global Trends will focus on global companies offering growth "regardless of sector, geography or industry." Long term trends in demographics, urbanisation and global economics will be analysed to indentify a portfolio of securities across 10 investment themes.
The aim is to provide capital growth over the medium to long term while actively managing the volatility within the fund. About 700 stocks will be tracked at any one time and about 100 will be invested in.
The 10 sectors identified as suitable for global thematic investing are: agriculture, consumer discretionary spending, consumer staples, energy, finance and commerce, health, infrastructure and logistics, metals and mining, technology and telecoms and water.
Mr Los said: "The dynamic rise of eastern economies is an established fact and a two speed global economy of slow growth in the developed countries and faster growth in rapidly developing economies is now the 'new normal.' These global shifts have created some exciting worldwide investment opportunities."
"Our experience of managing a successful global consumer fund demonstrates beyond doubt the global consumer trends theme is highly sustainable. However, there are other non-consumer trends which present similarly excellent prospects and Strategic has been designed to capitalise on these."
Strategic is a new sub-fund within the Dominion Global Trends SICAV which includes the Global Trends Consumer Fund (formerly Dominion CHIC fund).
Strategic will invest in stocks, ETFs and other collective investment vehicles.
Dominion chief operating officer Ben Cook said: "The 'maturing west versus the 'dynamic east' story constitutes the biggest structural shift we have seen in more than five decades."
The minimum investment in the fund is £2000 and the initial charge is from 0 per cent to 6 per cent dependent on share class. The benchmark is the MSCI World £ index.
Dominion funds are available from Transact, Ascentric, HSBC Life, HSBC Fast, Pershing, 7IM, James Hay, AJ Bell, James Brearley, AXA Elevate and Royal Skandia.
Dominion is based in Malta and is regulated by the Malta Financial Services Authority. It is also a sponsor of the IFP.
The fund will be managed by Dominion's chief investment officer Arjen Los and will take advantage of "the maturing west versus the dynamic east" and sustainable social and economic shifts in global trends.
Global Trends will focus on global companies offering growth "regardless of sector, geography or industry." Long term trends in demographics, urbanisation and global economics will be analysed to indentify a portfolio of securities across 10 investment themes.
The aim is to provide capital growth over the medium to long term while actively managing the volatility within the fund. About 700 stocks will be tracked at any one time and about 100 will be invested in.
The 10 sectors identified as suitable for global thematic investing are: agriculture, consumer discretionary spending, consumer staples, energy, finance and commerce, health, infrastructure and logistics, metals and mining, technology and telecoms and water.
Mr Los said: "The dynamic rise of eastern economies is an established fact and a two speed global economy of slow growth in the developed countries and faster growth in rapidly developing economies is now the 'new normal.' These global shifts have created some exciting worldwide investment opportunities."
"Our experience of managing a successful global consumer fund demonstrates beyond doubt the global consumer trends theme is highly sustainable. However, there are other non-consumer trends which present similarly excellent prospects and Strategic has been designed to capitalise on these."
Strategic is a new sub-fund within the Dominion Global Trends SICAV which includes the Global Trends Consumer Fund (formerly Dominion CHIC fund).
Strategic will invest in stocks, ETFs and other collective investment vehicles.
Dominion chief operating officer Ben Cook said: "The 'maturing west versus the 'dynamic east' story constitutes the biggest structural shift we have seen in more than five decades."
The minimum investment in the fund is £2000 and the initial charge is from 0 per cent to 6 per cent dependent on share class. The benchmark is the MSCI World £ index.
Dominion funds are available from Transact, Ascentric, HSBC Life, HSBC Fast, Pershing, 7IM, James Hay, AJ Bell, James Brearley, AXA Elevate and Royal Skandia.
Dominion is based in Malta and is regulated by the Malta Financial Services Authority. It is also a sponsor of the IFP.
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