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Global Smaller
Companies Fund

Investment Overview

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 Information (Launching Q1 2026)

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

Share Classes

USD, GBP, GBP-Hedged, EUR, CHF

Flat Fee

0.85%

Minimum Investment

USD 1,000, GBP 1,000, EUR 1,000, CHF 1,000

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Documents

Documents

Fact Sheet (One-Pager)

Latest Letter

Fund Prospectus (Coming soon)

Fund Supplement (Coming soon)

To request additional information, please contact us.

Platform Access

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:

DIRECT

DIRECT

Professional Investors can subscribe directly to the Fund through Julius Baer.

Enquire about direct access

PLATFORM

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

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The information contained on this website is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any securities or financial instruments. Investment involves risk.  Global Insight Solutions Limited (Company Number: 15446806) is authorised and regulated by the Financial Conduct Authority (FRN: 1016047). Our registered address is 128 City Road, London, EC1V 2NX, United Kingdom.

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