Investment Objective
Key Facts
The fund follows a rigorous and tested investment process, typically investing in a diversified portfolio of high-quality businesses listed on the UK, European and North American markets. It may invest in collective investment schemes and exchange traded funds from time to time.
While the fund is invested in a concentrated portfolio of stocks, it provides a prudent spread of risk through limits on the concentration of investments held.
The fund is intended for investment by clients of Martello Asset Management Limited with a long-term investment horizon of at least five years and is approved for distribution in South Africa, Guernsey and Jersey.
