Overview
The Latitude Horizon Fund follows the same equity investment approach as the Global Fund and combines this with the optimal asset allocation to fixed income, currencies, cash and commodities.This approach further reduces investment risk throughout the market cycle, while adding incremental returns. This is to the benefit of long-term performance.
Combining a high conviction, long-term global equity portfolio with the optimal asset allocation to fixed income, currencies, cash and commodities
- Launch date - 01.11.16
- Base Currency - GBP
- Legal Structure - Irish Domiciled UCITS Funds
- Dealing - Daily
£1.437
£424m
33
Investment Objective
The objective of the Latitude Horizon Fund is to deliver capital appreciation over the long term by holding a concentrated portfolio of stocks, whilst lowering the equity risk and enhancing return through a selection of non-equity investments.
Key Facts
- High conviction, style agnostic equity portfolio
- Portfolio diversified through selective uncorrelated non-equity investments
- Large cap, liquid investments
- Globally diverse
- Seeking strong returns through market cycles
Factsheets
Documents
Fund Reports
How to Invest
Contact
Details
patrick.valentine@latitudeim.com
+44 (0)20 7087 9278
oriel_ta@ntrs.com
+353 1 434 5178
Instituitonal Investors
+
Share Class
ISIN Code
Sedol Code
GBP Inc - Class P
IE00BMT7RG07
BMT7RG0
GBP Acc - Class P
IE00BMT7RH14
BMT7RH1
USD Inc - Class P
IE00BDC7JY67
BDC7JY6 IE
EUR Inc - Class P
IE00BDC7CW58
BDC7CW5 IE
EUR Acc - Class P
IE00BDC7CX65
BDC7CX6 IE
GBP Inc - Class P
IE00BD37NY30
BD37NY3 IE
GBP Acc - Class P
IE00BDC7CZ89
BDC7CZ8 IE
Share Class
ISIN Code
Sedol Code
GBP Inc - Class I
IE00BMT7RL59
BMT7RL5
GBP Acc - Class I
IE00BMT7RM66
BMT7RM6
USD Inc - Class I
IE00BG1TMS95
BG1TMS9
USD Acc - Class I
IE00BG1TMT03
BG1TMT0
EUR Inc - Class I
IE00BG1TMK10
BG1TMK1
EUR Acc - Class I
IE00BG1TMQ71
BG1TMQ7
GBP Inc - Class I
IE00BG1TMP64
BG1TMP6
GBP Acc - Class 1
IE00BG1TMR88
BG1TMR8
Private Investors
+
There are three ways for you to invest.
a) The simplest way to invest is through the following retail platforms:
Share Class
ISIN Code
Sedol Code
GBP Inc - Class P
IE00BMT7RG07
BMT7RG0
GBP Acc - Class P
IE00BMT7RH14
BMT7RH1
USD Inc - Class P
IE00BDC7JY67
BDC7JY6 IE
EUR Inc - Class P
IE00BDC7CW58
BDC7CW5 IE
EUR Acc - Class P
IE00BDC7CX65
BDC7CX6 IE
GBP Inc - Class P
IE00BD37NY30
BD37NY3 IE
GBP Acc - Class P
IE00BDC7CZ89
BDC7CZ8 IE
patrick.valentine@latitudeim.com
+44 (0)20 7087 9278