| Asset Group | Asset Sub-Group | Investment Category |
| Equities | Global equities | Smaller company |
Fund manager Kirsty Desson has been part of the global smaller companies team since 2012. She was appointed co-manager in February 2020 shortly before the departure of Alan Rowsell who had managed the fund since launch. At that time, she worked alongside the highly experienced Harry Nimmo (who retired at the end of 2022), until she become lead manager in late 2021. Support is provided by a team of seven. The process leverages the group's proprietary quantitative tool, the matrix, which ranks over 6,000 companies on a variety of quality, growth, momentum and valuation factors. Fundamental research by the team targets higher scoring names and focuses on identifying sustainable growth characteristics and management capability. The fund has a clear bias towards growth and earnings momentum, with limited exposure to more cyclical sectors and an overweight to IT. Versus the MSCI ACWI Small Cap Index benchmark the fund tends to show a higher average market-cap and an underweight to the US market. Relative performance is likely to be stronger in trending growth markets and may struggle in value-driven periods and around market inflection points. The relatively concentrated nature of the portfolio can also introduce stock specific risk which can influence relative performance. Opinion The fund offers an interesting option for those seeking a growth biased global small-cap fund. March 2024 | ||
Risk warnings
Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.
Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.
The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.
If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor.
Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.
Details of all recommendations issued by ii during the previous 12 month period can be found here.
ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.
In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.