Global income with ASX liquidity
The Apostle Dundas Global Equity Fund is focused on doing one thing and doing it well: delivering global income and capital growth by focusing on companies with strong and sustainable returns on equity and a growing dividend stream.
Their independent research team based in Edinburgh identifies 60 - 70 opportunities through a 'sifting process' from a diverse universe of over 3,400 stocks, considering each opportunity with incredible detail, and only buying companies that they believe can consistently grow their dividends and consequently also grow their capital over time.
Since its inception the Apostle Dundas Global Equity Fund has outperformed its benchmark, returning 5.59% after fees over the past 12 months, and 10.53% per annum after fees since inception in August 2012.
Now, after 10 years, the fund is ASX listed (ASX:ADEF), offering attractive returns with only 0.9% management fees and no performance fee. For more information on the Fund and to review a copy of the PDS click here.
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