Overview
The Fund seeks to achieve long-term capital growth by investing in a diversified global portfolio of investments across a broad range of asset classes. These include direct equities, fixed income and alternative investments and indirect investments through collective investment schemes (CIS).
We employ a hybrid approach to portfolio construction that allows us to lean heavily on internal resources and Brown Advisory strategies where we believe we have a competitive advantage. We pair our in-house expertise with specialist third-party managers that invest either in a part of the world or in a specific asset class where we think they have a distinctive edge.
Our rigorous research including qualitative and quantitative scenario analysis helps define both positive and negative outcomes which enables us to build a diversified portfolio balancing risk and return over the long term.
We believe the best businesses to own are those that can generate high returns on invested capital over an extended period, irrespective of macroeconomic conditions.
- 50% MSCI ACWI Net Total Return GBP Index (Unhedged);
- 20% MSCI ACWI Net Total Return GBP Index (Hedged);
- 20% Bloomberg Global Aggregate 1-10 Year Total Return Index (GBP Hedged);
- 10% Bank of England’s SONIA Compounded Index +2% Per Annum.
A secondary benchmark of U.K. CPI +3% per annum will also be applied to the Fund.
Past performance is not a guarantee of future performance and you may not get back the amount invested. All investments involve risk. The value of the investment and the income from it will vary. There is no guarantee that the initial investment will be returned.
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The information in this section of the website is for information purposes only and does not constitute a recommendation or investment advice to buy or sell securities.
Some Brown Advisory strategies may meet your needs and objectives more effectively than those referred to in this section of the website. For more information, please contact us directly. For more information on all U.S. and Global strategies, please see the list of strategies.
The contents of this section of the website has been prepared for the benefit of investors outside the United States. They are not directed at any person or entity elsewhere, nor are they intended for distribution. In some countries, the distribution of information in this section of the website may be restricted: it is your responsibility to find out what those restrictions are and to observe them. Brown Advisory cannot be liable for a breach of such restrictions. Investors should consider their local regulations before considering investment.
