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July 2019
Monthly Update

In this month’s GSI update: 

  • Andrew Cain gives a quick round up on fund news and any changes.
  • Albion Strategic Consulting provide a Q&A from their latest governace update.
  • An update on plans for our website.
  • A quick roundup of news from GSI.
  • A reminder about upcoming events.
Fund News: The GSI Sustainable Value Fund
It’s been a busy and exciting first half of the year for the Global Sustainable Value Fund.  Thank you to everyone who has supported our growth to date. 
  • From a start of £11 million in January this year, the fund now stands at over £40 million, an increase of almost 250%. 
  • Interest has been high from a number of advisors, and in response to client demand, we are adding an accumulating share class to the fund
  • We expect this new share class to be available early in the third quarter. 
  • Existing clients may switch from the distributing A Class to the accumulating B Class free of costs at the fund level. 
  • However, please check with your platform, as some may charge for the switch.
Albion Strategic Consulting help build bespoke centralised investment propositions for advisory firms. They assist with governance oversight and deliver a rolling programme of client communication and education.
Tim Hale, Albion’s Managing Director, provided a Q&A between Max Tennant and Garrett Quigley within their latest governance update. This piece covered;
  • How sustainability has been led by client need,
  • what the challenges were in applying sustainability to a factor-based investment model,
  • and how GSI see future development in this area.
With Abion's permission we can provide you with a copy. To read it, click here
GSI Website
Our new website has been up and running for a few months now. We are now adding a few new resources and this will grow over the next few months. We have recently set up; The new Portfolio Analytics page is sign up only for Financial Advisors and Wealth Managers. This section of our site will include:
  • A PowerPoint presentation of the GSI Sustainable Value Fund.
  • A client facing report on the GSI Sustainable Value fund offering key matrix on sustainability and the factors that we apply.
  • Key pieces of research and analysis.
Our library of content will grow over time, but as always, it will remain focused on Factor Based Investing + Sustainability.
Can Sustainability Help Deliver Strong Financial Performance?
Bernd Hanke has prepared a case study on a company, highlighting its focus on sustainability as well as how this impacts its share price. Click here to read more. Click her to read more
Upcoming Event: Leeds, 9th July
There are a few places remaining. If you want to get a ticket to this event: Click here for tickets

This event will cover:
  • The inclusion of sustainability within an evidence-based investment strategy.
  • Discussing sustainability with clients.
  • Social impact investing.
  • And research into findings from The Cambridge Institute for Sustainable Leadership (CISL).

Upcoming Event: London, 25th October
Our special guest speaker is David Pilling, editor for FT Africa and author of The Growth Delusion. 

A full agenda and tickets will be availbale very soon. But please reserve the date. The event will be limited to 50 places. 


Reach us

Global Systematic Investors LLP
75 King William Street
London EC4N 7BE
United Kingdom
+44 (0)20 7717 5578
This document is issued by Global Systematic Investors LLP (“GSI”) and does not constitute or form part of any offer or invitation to buy or sell shares. It should be read in conjunction with the Fund’s Prospectus. GSI is authorised and regulated by the Financial Conduct Authority. The company’s registered office is 75 King William Street, London, EC4N 7BE.
The price of shares and income from them can go down as well as up and past performance is not a guide to future performance. Investors may not get back the full amount originally invested. A comprehensive list of risk factors is detailed in the Prospectus and an investment should not be contemplated until the risks are fully considered. The Prospectus can be viewed at www.gemini-im.com.
The contents of this document are based upon sources of information believed to be reliable. GSI has taken reasonable care to ensure the information stated is accurate. However, GSI make no representation, guarantee or warranty that it is wholly accurate and complete.
The GSI Global Developed Value Fund (“the Fund”) is a Sub-Fund of GemCap Investment Funds (Ireland) plc, an umbrella type open-ended investment company with variable capital, incorporated on 1 June 2010 with limited liability under the laws of Ireland with segregated liability between Funds.

The Company is authorised in Ireland by the Central Bank of Ireland pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations 2003 (S.I. No. 211 of 2003) (the “UCITS Regulations”), as amended.
Gemini Investment Management Ltd is the appointed Global Distributor and is responsible for the oversight of all distribution arrangements for the sub-fund. GSI are the appointed sub-distributor for the fund.

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