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Expanding the Investors Trust Fund Platform – Part II
More New Funds Now Available
Continuing the expansion of our investment options, we are adding more mutual funds from various asset managers! The funds listed below are now available in the Investors Trust Fund Platform:
FI
 

 

FI Germany Fund
 
Objective  
The fund aims to provide long-term capital growth with the level of income expected to be low. At least 70% of the fund is invested in German company shares with the freedom to invest outside the fund’s principal geographies, market sectors, industries or asset classes.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
FIGE   USD   Equity   Single Country   pdf
FIGEE   EUR   Equity   Single Country   pdf
FI
 

 

FI Global Dividend Fund
 
Objective  
The fund aims to provide income long-term capital growth. At least 70% of the fund is invested in income producing company shares globally with the freedom to invest outside the fund’s principal geographies, market sectors, industries or asset classes.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
FIGD   USD   Equity   Global   pdf
FIGDE   EUR   Equity   Global   pdf
FT
 

 

FT Asian Smaller Companies
 
Objective  
The fund aims to achieve long-term capital appreciation by investing primarily in small cap companies incorporated in the Asia region (except Japan) or whose principal business activity is in the Asia region.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
FTAS   USD   Equity   Asia Pacific ex Japan   pdf
FTASE   EUR   Equity   Asia Pacific ex Japan   pdf
FT
 

 

FT Shariah Global Equity
 
Objective  
The fund seeks long-term capital growth by investing primarily in Shariah compliant equity securities of companies of any nation, including Emerging Markets.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
FTSG   USD   Equity   Global   pdf
GAM
 

 

GAM Star Cautious
*Model Portfolio in GBP
 
Objective  
Focus on capital protection with a moderate participation in equity market growth. GAM Star Cautious may have a meaningful exposure to fixed interest instruments including government, emerging market, corporate and convertible bonds. The portfolio may also have a considerable allocation to global and UK equities which should generate strong returns in the long-term.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
GACAG   GBP   Mixed / Asset Allocation   Global   pdf
GAM
 

 

GAM Star Balanced
*Model Portfolio in GBP
 
Objective  
Balance of capital protection and participation in equity market growth. GAM Star Balanced may have a significant exposure to global and UK equities which should generate strong returns in the long-term. The portfolio may also have a meaningful allocation to fixed interest instruments including government, emerging market, corporate and convertible bonds for capital protection purposes.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
GABAG   GBP   Mixed / Asset Allocation   Global   pdf
GAM
 

 

GAM Star Growth
*Model Portfolio in GBP
 
Objective  
Strong focus on participation in equity market growth with an element of capital protection. GAM Star Growth may have significant exposure to global and UK equities which should generate strong returns in the long-term. The portfolio can also have a moderate allocation to fixed interest instruments including government, emerging market, corporate and convertible bonds for capital protection purposes.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
GAGRG   GBP   Mixed / Asset Allocation   Global   pdf
Henderson
 

 

Henderson UK Absolute Return
 
Objective  
The fund aims to achieve a positive absolute return over the long term regardless of market conditions, by taking long and short positions primarily in equities or equity related derivative contracts of companies having their registered office in the UK, as well as companies that either carry out a predominant proportion of their business activity in these markets, are holding companies which predominantly own companies with registered offices in the UK, or are listed on the London Stock Exchange.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
HEUA   USD   Equity   Single Country   pdf
HEUAE   EUR   Equity   Single Country   pdf
HEUAG   GBP   Equity   Single Country   pdf
MFS
 

 

MFS Diversified Income
 
Objective  
The fund seeks total return with an emphasis on current income. It also considers capital appreciation by primarily investing in debt securities (corporate and government issues), equities and real estate related securities.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
MFDI   USD   Mixed / Asset Allocation   Global   pdf
MFDIE   EUR   Mixed / Asset Allocation   Global   pdf
MFDIG   GBP   Mixed / Asset Allocation   Global   pdf
VIEW FULL LIST OF INVESTMENT FUNDS
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NOT FOR PUBLIC DISTRIBUTION. The views expressed are those of the author(s) and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as a solicitation or investment advice from the Advisor. Although the information provided to you on this material is obtained or compiled from sources we believe to be reliable, Investors Trust cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose.

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