LF Havelock Global Select launched on 21st August 2018, investing on a global basis in company shares and fixed income securities (government and corporate bonds) without using leverage or shorting. It is managed by Havelock London according to a vision described here by Havelock London’s CEO Matthew Beddall:
This vision is based on two beliefs: firstly that technology will increase efficiency and lower costs for customers; and secondly that the growing abundance of data can be harnessed to quantify the uncertainties investors face and make more informed decisions… The investment decisions we make are grounded in data, using a combination of human and machine to give a transparent and disciplined process. The total charges (which include the ongoing charges) the fund will pay is capped at 0.99% and this includes portfolio transaction costsMatthew Beddall, CEO. Read the full article in the journal.
- Key Investor Information Document (KIID) (English)
- Fund Prospectus (English)
- Value Assessment 2019 (English)
How to invest
LF Havelock Global Select is available on the following platforms.
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Other ways to invest
Investments can also be made directly with Link Fund Solutions.
The dealing office is open from 0830 to 1730 (London time) and can be contacted on 0345 922 0044. Further details are available in the prospectus, or from http://www.linkfundsolutions.co.uk/
Please ensure you have read this important information. The value of investments in LF Havelock Global Select may fall as well as rise. Investors may not get back the amount they originally invested. Investments will also be affected by currency fluctuations if made from a currency other than the fund’s base currency. Past performance is not a reliable indicator of future results. Potential investors should not use this website as the basis of an investment decision. Decisions to invest in LF Havelock Global Select should be informed only by the fund’s Key Investor Information Document (KIID) and prospectus. Potential investors should carefully consider the risks described in those documents and, if required, consult a financial adviser before deciding to invest. LF Havelock Global Select can invest more than 35% of its value in securities issued or guaranteed by an EEA state listed in the prospectus. The KIID and prospectus are available in English from this website and from Link Fund Solutions.
This website is not intended for any person in the United States. None of Havelock London’s services or related funds is registered under the US Investment Company Act of 1940 or the US Securities Act of 1933. This material is not an offer to sell or solicitation of offers to buy securities or investment services to or from any US person.