Fairground

About the fund

The fund's investment process focuses on two aspects of quality — the attractiveness and robustness of a company's business model (Business Quality) and how well a company is managed and governed (Management Quality) — using these criteria to select a Focus List of companies from which its concentrated portfolio is constructed. Every investment is assessed on detailed business quality and management quality criteria that consider, among other things: whether the company delivers its products and services in a manner consistent with a sustainable environment; whether it compensates its people fairly and manages talent risk; whether it offers products and services consistent with sustainable consumption; and whether it competes fairly without unfair methods of competition. The Global Equity strategy uses a long-term time horizon, aiming to remain patient and invest in companies with quality management teams and sustainable business strategies, with a minimum initial investment of $3 million and a management fee of 1.00% of AUM per annum. The fund is structured as a sub-fund of Generation IM Fund plc, an Irish-domiciled UCITS vehicle, classified as SFDR Article 8, and benchmarked against the MSCI World Index.