Our curated
range of funds
Our aim is to provide investors with a distinct and understandable
selection of funds to meet their most important objectives.
Our Funds
| Fund name |
|---|
| Curate Global Sustainable Equity Fund |
|---|
Fund objective
This fund invests in global stock markets, with a specific focus on companies that demonstrate higher levels of sustainability. Using a systematic, data-driven process, it aims to deliver returns in line with global stock markets, but with lower long-term risks.
| Curate Global Emerging Markets Fund |
|---|
Fund objective
This fund is designed for investors who specifically want access to a portfolio of listed shares in emerging markets such as China, India, South Korea, and Brazil. Over long periods, it offers the potential for high returns, but there can be a significant amount of variability in performance over shorter periods.
Launching soon
| Curate Global Value Equity Fund |
|---|
Fund objective
As part of Curate’s specialist global range, this fund is designed to invest in a portfolio of shares classified as “value shares”. This means their share prices are below what the manager believes the companies are worth. Over time, this is one of the most proven investment styles, as investors benefit when share prices revert upwards as the market recognises their true value.
| Curate Global Growth Equity Fund |
|---|
Fund objective
This fund invests in a portfolio of shares classified as “growth companies”. This means that they are growing their profits and cash flows faster than the average companies in the market. Over time, this is one of the most proven investment styles, as investors benefit from share prices moving higher in relation to this growth. This fund is part of Curate’s specialist global range.
| Curate Global Quality Equity Fund |
|---|
Fund objective
This fund is part of Curate’s specialist global range. It is designed as an investment into a portfolio of shares classified as “quality companies”. These are businesses with high profitability, proven business models and strong competitive advantages. Investing in these kinds of companies is a proven way of outperforming over time, as they are able to keep growing their profits over many years.