Figaro represents Guinness Global Investors in Iceland — an independent asset management firm headquartered in London.
The partnership focuses on the introduction and distribution of foreign equity funds to Icelandic institutional investors. Guinness manages equity funds with a clear investment philosophy and an emphasis on quality companies that deliver consistent returns and offer long-term growth potential. Portfolio managers Ian Mortimer and Matthew Page have long managed Guinness's flagship funds in this area.
An equity fund invested in 35 selected quality companies, with each holding equally weighted in the portfolio. The emphasis is on consistent dividends and long-term dividend growth. The strategy targets companies that have delivered consistent, high returns over extended periods.
A growth fund invested in 30 selected quality companies, with each holding equally weighted in the portfolio. The emphasis is on alignment with long-term growth themes. The strategy targets companies with high return on capital, strong balance sheets and disciplined valuation.
| Fund | NAV | YTD | 1 yr | 3 yrs | Currency |
|---|---|---|---|---|---|
| Global Equity Income | 25.3062 | -0.6% | -0.6% | +26.6% | EUR |
| Global Innovators | 39.9207 | -4.5% | +9.7% | +53.6% | EUR |
The funds are registered with the Central Bank of Iceland for marketing to Icelandic institutional investors. Figaro handles their introduction and marketing to institutional investors in Iceland.
