Mid Ocean World Investment Fund

Mid Ocean World Investment Fund

Fund aim

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.

Fund manager

Tim Day

Tim co-manages the Smith & Williamson North American Equity Fund and Smith & Williamson Mid Ocean World Investment Fund. He joined the firm in 2015, having previously worked at Pictet Asset Management where he managed Global and US equities.

Prior to this Tim managed global equities at Henderson Global Investors and US equities at Fleming Investment Management.

Chris Ford

Chris joined Smith & Williamson from Pictet Asset Management where he managed global and US equities. Prior to this he managed US equities at Schroders and US and technology equities at Aegon Asset Management.

He co-manages the Smith & Williamson North American Equity Fund and Smith & Williamson’s Mid Ocean World Investment Fund.

RISK WARNING
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.

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