Tower Fund – Global Equity
Investment Policy
- This vehicle invests at least two-thirds of its total wealth in equities and securities linked to equities. Issuing companies of these equities could be established in any country world-wide including emerging countries.
- The investment in equities can be made either through shares, through foreign-share certificates, through warrants or through rights. In addition, such an investment could also be made, within certain limits, through placements in convertible securities, index securities, participation securities as well as securities linked to shares.
Start date: October 14, 1994
Reference currency: USD
Reference benchmark: MSCI World
Investment Objectives
The goal of this compartment is long-term investment growth, in equities of companies of the entire world.
Profile of Typical Investor
This vehicle is ideal for clients who:
- Wish to invest in companies world-wide but aiming for a limited number of investment opportunities.
- Are prepared to assume price variations and have an aversion to risk
- Look for a medium-term investment (5 years or more)
