Global Smaller
Companies Fund
Investment Overview
Identifying the Future Leaders of Tomorrow
A long-only, high-conviction equities strategy focused on listed small and mid-sized companies worldwide that combine strong fundamentals, sustainable growth, and compelling value.
These are often overlooked or misunderstood businesses operating in inefficient market segments, where our local insight provides a distinct edge and active management can unlock long-term value.
Fund Information
Fund Legal Type
UCITS
Dealing
Daily
Legal Domicile
Ireland
Notice/Settlement
0 Business Days / 2 Business Days
Platform
Julius Baer Premium Selection UCITS
Administrator
BNY Mellon Fund Services (Ireland)
Custodian
The Bank of New York Mellon
Auditor
PwC Ireland
Legal
McCann FitzGerald LLP
Data Room Access: To request access to further Fund information, please contact us.
How to Invest
For Professional Investors Only
The Fund is available exclusively to Professional Investors and Eligible Counterparties. We offer two ways to access the Fund, depending on your preferred route:
Professional Investors can subscribe directly to the Fund through Julius Baer.
Enquire about direct access
The Fund is also available via a range of investment platforms (including Allfunds, Aviva, and others). This route is suitable for Professional Investors who prefer to invest via their usual platform or adviser arrangements.
Enquire about platform access
DIRECT
PLATFORM
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