Our international equity portfolio employs a Fund of Funds approach and seeks out specialist managers and opportunities not always available to retail investors.
When researching and selecting international fund managers, Royston Capital will seek to review with particular focus on:
· Investment Philosophy and Investment Style that is in line with that of Royston Capital
· Organisation and People
· Governance Policy
· Investment Performance
· Custody of Assets
· Customer Service, Administration and Reporting
· Product Fees.
The Fund Manager’s position on ethical issues in light of the Royston Capital’s Ethical Stance on investments will be taken into consideration.
The funds we select have a high conviction to their investment strategy and as a result generally hold a maximum of 50 stocks. Each manager in the portfolio has a specific purpose and expertise.
MSCI World ex Aust (Net Div)
The portfolio aims to be fully invested but underlying managers may hold a cash balance for liquidity purposes and investment opportunities.
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