Global Equity Portfolio

High Conviction Investing

The Global Equity Portfolio is a high conviction, bottom-up, focused direct equity offering. The Portfolio gives investors the opportunity to benefit from the unique blend of quantitative analysis provided by Quest® - Canaccord Genuity’s proprietary company evaluation service – and the qualitative expertise of Canaccord Genuity Wealth Management’s senior investment managers and analysts. Quest® provides the foundation for a rigorous and impartial investment process to which our experienced investment team adds a qualitative overlay of in-depth stock specific analysis. These portfolios provide clients with exposure to global equity markets using direct stocks rather than collective investments schemes. The Global Equity Portfolio seeks to identify companies throughout the world that have the potential to deliver attractive returns on your investment, with a focus on developed regions.

Accessing the Global Equity Portfolio 

You can access the Global Equity Portfolio directly in a segregated portfolio, with a minimum investment of US$1.5 million or for the smaller sum of US$5,000 upwards, through our CGWM Global Equity Fund. This is our UCITS V Fund version of the portfolio. 

The Global Equity Portfolio is only available to clients who have sought advice from a financial adviser.

This service is designed for clients who have a tolerant attitude to risk.  This investment may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and should discuss the suitability with a financial adviser.

Past performance is not a guide to future performance. The value of investments and any income from them can go down as well as up and you may not get back the amount originally invested.

The Global Equity Portfolio invests in global equities using US dollars as a base currency. Returns may differ significantly when converted to other currencies at the prevailing exchange rates.

Important Information

Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.

Your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.