Eastspring Investments Unit Trusts - Global Themes Fund Class EUR (0P0000ITX4)

Overview

The Fund is designed to cater to investors seeking to outperform the MSCI All Country World Index over a five-year period, emphasizing a balanced approach to achieving higher total returns through both capital growth and income. It is positioned as a global investment vehicle, diversifying across multiple sectors and market capitalizations, including those in emerging markets. This broad investment scope underscores the Fund's strategy to mitigate risk while aiming for growth, making it an attractive option for those looking to invest in a global equity portfolio.

Products and Services

• Equity Securities Investment

  The Fund invests a minimum of 80% of its net asset value in the equity securities of companies worldwide. This includes a wide range of sectors and market capitalizations, encompassing both established and emerging markets. By doing so, the Fund positions itself to capture equity market growth globally, offering investors exposure to a diversified portfolio of company stocks.

• Investment in Collective Investment Schemes

  Apart from direct equity investments, the Fund may allocate portions of its assets into collective investment schemes. This strategy provides additional diversification and access to specialized markets or sectors, potentially enhancing the overall return on investment by leveraging the expertise of external fund managers.

• Other Transferable Securities and Cash Holdings

  To achieve liquidity and manage risk, the Fund may invest in other transferable securities or hold cash. This flexibility allows the Fund to respond to market volatility and take advantage of investment opportunities as they arise, ensuring that the portfolio is well-positioned to manage risk while seeking growth.

• Use of Derivatives for Efficient Portfolio Management

  Derivatives may be utilized within the portfolio for the purpose of efficient portfolio management. This could include strategies aimed at hedging against risk or enhancing returns. The careful and strategic use of derivatives can contribute to the Fund's ability to achieve its investment objective while managing exposure to market fluctuations.

• Investment in the M&G Global Basics Fund

  In a strategic move to meet its investment objectives, the Fund plans to invest all or a substantial portion of its assets into the M&G Global Basics Fund, which shares a similar investment goal. This allows the Fund to benefit from the M&G Global Basics Fund's established track record and investment strategies, aligning with its objective to offer investors enhanced total return potential over the stipulated five-year period.