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Access to the
Franchise Strategies

Access to the

Franchise Strategies

We offer the Franchise strategy in three product varieties:

Global
 Franchise

Unconstrained
global equity portfolio

Global 
Franchise II

Tobacco-free global equity portfolio, designed for clients with a tobacco exclusion

US 
Franchise

At least 80% of the portfolio in US equities, designed for clients that take a regional approach to equity allocation

Our funds

Our strategies are available for institutional clients through segregated accounts and a range of pooled fund vehicles. Below are details of some of our fund vehicles.

Please contact us for more information on the full range of our offering.

US resident
institutional investors

Click below for more information on the Independent Franchise Partners US Equity Fund.

Non-US resident
institutional investors

Click below for more information on our Irish-domiciled funds.