On this page:
The Amova Europe team manages this fund, investing in a selection of around 40-50 companies from around the world, covering a diverse range of regions and sectors. The manager selects companies where they believe there is potential for quality and future value.
Risk Indicator (volatility)
Target Asset Allocation
This number indicates the relative 'risk' level of this fund based on the types of assets it is invested in, ranging from level 1 (least risky) to 7 (most risky).
| Risk category | Description of volatility |
| 1 | Very low |
| 2 | Low |
| 3 | Medium |
| 4 | Medium to High |
| 5 | High |
| 6 | Very high |
| 7 | Extremely high |
The risk indicators are calculated using returns of the funds, the returns of the fund’s market index or a combination of both, for the previous five years. Index returns or a mix are used if the fund has existed for less than five years. All Managers are required to use the same methodology so you can compare the risk of different funds if you are researching more than one manager.
Iain is a Portfolio Manager within the Global Equity Team based in Edinburgh. In this video, Ian explains his global investment philosophy, the objectives of this portfolio, and the concept of future quality. Iain also talks us through the long term focus on sustainability and what's personally satisfying about doing what he does. Find out more about the GoalsGetter Global Shares Fund from Iain Fulton in the video now.
| One month | Three months | One year | Three years (p.a) | Five years (p.a) | |
|---|---|---|---|---|---|
| Fund performance1 | -6.37 | -13.61 | -3.89 | 12.40 | 7.71 |
| Appropriate Market Index (AMI)2 | -2.37 | -2.42 | 19.15 | 20.23 | 14.07 |
AMI (appropriate market index) is a theoretical portfolio with similar underlying assets as the fund. This allows investors to see a comparison of how the value of those assets have changed in the market relative to the fund.
| Security Name | Percentage |
|---|---|
| Nvidia Corp | 7.71% |
| Microsoft Corp | 5.42% |
| Amazon Com Inc | 5.40% |
| Broadcom Corp Com | 3.58% |
| Netflix Inc | 3.43% |
| Compass Group Ord GBP0 1105 | 2.80% |
| Coca-Cola Europacific Partners | 2.79% |
| Mastercard Inc - Class A | 2.72% |
| US Foods Holding Corp | 2.71% |
| Linde Plc | 2.61% |
Commentary
As of 31 March 2026