Power and Courage of Active Managers

GF Sustainable Future European Corporate Bond Fund

The Ireland-domiciled and Article 9 Fund under SFDR invests in euro denominated investment grade corporate bonds or non-euro denominated corporate bonds hedged back into euros.

GF Sustainable Future Global Growth Fund

The Ireland-domiciled and Article 9 Fund under SFDR invests between 90% to 100% in global equities, applying the Sustainable Future process to find the opportunities for sustainable investing in developed markets.

GF Sustainable Future Multi-Asset Global Fund

The Ireland-domiciled and Article 9 Fund under SFDR aims to deliver capital growth, as well as some level of income, over the long term (5 years or more) through investing in global equities, bonds and cash.

GF Sustainable Future Pan-European Growth Fund

The Ireland-domiciled and Article 9 Fund under SFDR aims to generate capital growth by finding the opportunities for sustainable investing across Europe, including in UK-listed stocks.

GF Sustainable Future US Growth Fund

The Ireland-domiciled and Article 9 Fund under SFDR applies the Sustainable Future process to find the opportunities for sustainable investing in the US.

The team seeks to own companies that generate significantly more cash than they need to sustain their planned growth yet are lowly valued by investors on that measure and are run by managers committed to an intelligent use of capital.

Cashflow Solution team

GF European Smaller Companies Fund

The Fund seeks companies with a market capitalisation of less than €5 billion at inception and that generate significantly more cash than they need to sustain growth yet are lowly valued by investors.

Cashflow Solution team

GF European Strategic Equity Fund

The Fund takes long positions in companies that can generate strong cash returns from their capital and appear cheap on these cash flows and shorts companies that are expensive and struggling to generate cash.

Cashflow Solution team

GF Pan-European Dynamic Fund

The Fund is managed by the Cashflow Solution team and seeks companies that generate significantly more cash than they need to sustain their planned growth, yet are lowly valued by investors on that measure. The Fund aims to deliver capital growth over the long term (5 years or more) by using the Cashflow Solution process to identify and invest in companies incorporated, domiciled, listed or which conduct significant business in Europe (the EEA, Switzerland and the UK).

The team believes innovation is the single most important driver of stock returns and AI will drive a fundamental shift in economic dynamics over the next decade. The team manages three Article 8 funds.

Global Innovation team

GF Global Dividend Fund

The Fund seeks to invest in innovative global leaders which are at the forefront of their industry and able to continually innovate to stay ahead. The managers seek to produce annual dividend growth.

Global Innovation team

GF Global Innovation Fund

The Fund seeks to invest in one of two types of innovative businesses: disruptive innovators. These are companies with significant growth opportunities through applying new approaches to industries.

Global Innovation team

GF Global Technology Fund

The Fund invests in innovative disruptors and leaders in the technology sector. Leading companies, continually innovating to stay ahead and companies with major growth opportunities through innovation.

The team seeks to identify companies that possess intangible assets which produce barriers to competition and provide a durable competitive advantage to sustain a higher than average level of profitability.

Economic Advantage team

GF Special Situations Fund

This is a Ireland-domiciled and multi-cap Fund that uses the Economic Advantage process to invest across the FTSE 100, FTSE 250 and the AIM indices to deliver capital growth over the long term (5 years or more).

Economic Advantage team

GF UK Growth Fund

The Ireland-domiciled Fund aims to deliver capital growth over the long term (5 years or more) by applying the Economic Advantage process, with the majority of the portfolio invested in FTSE 100 stocks.