The fund is managed by Dalton Capital (Guernsey) Limited, which delegates investment management to Dalton Strategic Partnership LLP.  Andrew Dalton is the Principal Portfolio Manager of this fund, leading a team of 11 portfolio managers with an average of 19 years of investment experience.

The fund is designed to invest in world markets with a view to seeking sterling return.  It may invest up to 100% of its assets in equity but has the flexibility to hold up to 100% of its assets in cash.  The fund is able to hedge all its non UK assets into sterling if appropriate.

Investment Style:

A combination of top down allocation between cash, bonds and equities, with active regional allocation implemented via DSP's regional stock pickers, or, in certain cases using ETFs.  There is an active view on value vs growth and large vs small capitalisation holdings, combined with an active currency management with a view to protecting capital in sterling terms.

Daily Fund NAV- click here for latest report