TM RWC Global Equity Income Fund

This was our first introduction to the team and Nick. He ran the successful BNY Mellon Global Income Strategy and the two strategies we would compare to are Schroder Global Recover and Artemis Global Income.

Both these follow a value style but the performance from 30 October 2015 (when the Schroder Global Recovery Fund was launched) to 31 March 2020, shows a marked difference. The Schroder Fund was up +11.28%, Artemis +6.34% and BNY Mellon +45.22%. The Global Index was up +48.50%. This is important for two reasons; firstly in a period where this style of investing was out of favour, this strategy has been able to keep up with the index and secondly compared to other similar strategies this has significantly outperformed.

This discussion was really to understand more about how this has been achieved and what makes it different. The whole team moved across from BNY Mellon to RWC, so the strategy has the same process and the same knowledge base, and the team have worked together for 15 years so all the experience and learnings are there. Although they left BNY Mellon at the end of March 2020, they were able to start again in November 2020 as if nothing had changed….read more

Fund Facts Morningstar

Notes

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