Ganita UK Equities Fund
Fund Overview
Objective
The investment objective of the Ganita UK Equities Fund is to generate long term capital growth from investments identified across UK equity and/or bond markets. The manager may also choose to hold Government securities, collective investment schemes, and cash & money market instruments as appropriate in achieving the overall objective of the fund.
Highlights
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UK diversified market exposure
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Long term capital growth strategy
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Broad sector approach to diversify and limit systemic risk
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Approximately 30-50 Positions
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Combination of bottom-up and top-down investment approach
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Long only positions
Investment Approach
The Fund’s principal investment strategy is to invest in equity instruments, through a combination of bottom-up and the top-down investment strategies. 100% of the Net Asset Value is invested into FTSE 350 equities. The bottom–up Investment strategy looks closely at companies that have strong business fundamentals including financial, market capitalisation of business and consistency in dividends. The top-down investment strategy delivers an in-depth understanding of macroeconomic factors of the UK by analysing economic data including GDP, job rates and non-farm pay roll reports.
Research Analyst
Markus Cassidy-Irvine
Executive Summary
The UK: a market much maligned and oft dismissed. It’s been no fun investing in our home market in recent years. A tough decade was recently topped off by a grim 2020 which saw the FTSE 100 index of top UK shares suffer its worst decline since 2008. Further global challenges with inflation, energy, and other geopolitical risks have stressed already devalued UK Markets further. We believe these are very much priced in to the UK index and are close to the point of maximum potential opportunity in the investor cycle. We should now see some light at the end of the tunnel.
Top 10 Holdings (Examples)
30+
NUMBER OF
HOLDINGS
Geographical Allocation
UK - 100%
Asset Allocation*
Equity - 100%
Sector Allocation
*Example
