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Commentary

Quarterly Letter - Q1, 2023

Quarterly Letter - Q1, 2023

The Chawton Global Equity Income Fund (the Fund) has performed well since its inception almost four years ago. The GBP B Class Acc. is cumulatively up 37.7% measured to the end of March 2023. This has risen to 40.4% by the end of April which puts the fund in the first quartile of the IA Global Equity Income sector.

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Quarterly Letter - Q4, 2022

Quarterly Letter - Q4, 2022

Before I go into the details of the progress made by the fund investments during the last quarter of 2022, I wanted to summarise what makes our investment approach unique.

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Quarterly Letter - Q3, 2022

Quarterly Letter - Q3, 2022

The fund increased in value by 3% over the quarter, outperforming the benchmark and comparator funds. Although this quarter has been more stable, global equity markets have fallen sharply since the start of the year. For global sterling-denominated funds such as ours, the weakness of our base currency has reduced the extent of the decline, but we were still down 12.7% YTD at the quarter end.

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