Mid Ocean World Investment Fund
To achieve income return and capital appreciation. The Fund will endeavour to achieve its investment objective by investing the majority of its Net Asset Value in equity and equity-related securities and debt securities. The Fund may invest in a broad range of debt securities of various types and maturities issued by government or corporate entities.
The fund is an Ireland domiciled UCITS scheme (FCA recognised) launched in March 2014 with the transfer of assets from the Bermuda domiciled Bermuda Capital Company Limited. The unregulated scheme was launched on 20th November 1969.
Other share classes of this Fund are available. For further information, please contact Pooled Funds Enquiries on 020 7131 8100.
Peter Magee CFA, Chartered MCSI, Associate Director
Peter joined Smith & Williamson on the graduate trainee scheme after graduating from Durham University with a degree in Politics, Philosophy and Economics in 2012. As well as manging MOWI, Peter is co-fund manager of the Blairmore Global Equity Fund and has specific experience in managing global equity mandates for private clients. Peter also has responsibility for covering the General Retail sector as a sector analyst as well as leading S&W’s internal Global Equity Forum which meets on a monthly basis. He is part of the fund selection committee covering Japan and the Pacific Basin regions. Since joining Smith & Williamson, Peter has attained the CFA designation as well as being a Member of the Chartered Institute for Securities & Investment.
Augustus Edwards CFA, Chartered MCSI, Associate Director
Augustus manages global equity portfolios at S&W and heads up research for the Industrials and Capital Goods sectors. He has been co-manager of the Blairmore Global Equity Fund since 2020. Augustus grew up in Paris and is fluent in French. He graduated from the University of Exeter in 2012 with a First in Economics and Politics and subsequently joined Smith & Williamson. Augustus is a CFA Charterholder and a Chartered Fellow of the CISI.
Capital at risk. The value of investments and the income from them may go down as well as up and investors may not get back the original amount invested. Past performance is not a guide to future performance. Further information is available in the Key Investor Information Document (KIID), the risk section of the Fund’s prospectus and the Fund Factsheet. Please read the KIID before making any investment decision.