Seeking exposure to high quality, high growth global companies
What the Walter Scott Global Equity Fund offers
Quality global exposure
Seeking high quality global companies with strong growth characteristics
Conservative investment approach
Access Walter Scott’s conservative, team-based approach
Potential for high returns over a full market cycle, with lower risk than the benchmark
About the Walter Scott Global Equity Fund
Walter Scott & Partners Limited (Walter Scott) is a specialist global investment manager based in Edinburgh, Scotland. Walter Scott was established in 1983 and is a classical, fundamental and long-term growth manager, committed to an active bottom-up investment strategy.
The Walter Scott Global Equity Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark).
Walter Scott scours the global markets for what it believes are the world’s best companies. Its fundamental, bottom-up investment approach combines detailed financial analysis with business and industry analysis.
Walter Scott's selective stock picking and ability to target companies capable of sustainable wealth generation has created a concentrated portfolio of stocks Walter Scott believes offer high growth potential.
How the Walter Scott Global Equity Fund works
Walter Scott believes that companies capable of generating strong and sustained earnings growth over long periods typically exhibit key strengths such as:
- high return on equity
- high free cash flow, and
- high earnings growth.
Walter Scott's fundamental bottom-up investment approach combines detailed financial analysis with qualitative research in screening the global share universe for companies that are likely to meet its investment criteria.
Walter Scott expects that on average, and based on long-term experience, 15 to 25 per cent or less of the stocks in the portfolio will be turned over each year, which reflects their long-term 'buy and hold' approach. It is this long-term, classical and fundamental approach which defines Walter Scott's conservative style of growth investing.
You can also choose to invest in a hedged version of the fund. Macquarie will use currency hedging to reduce the fund’s exposure to foreign currency movements.
Why choose Macquarie?
- Quality service
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- A better way to build your wealth
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- More opportunities
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