The Global Equity Income Specialists

Elite Bloxham Global Equity Income Fund

At a glance:

  • A conservative investment style which aims to reduce risk and volatility.
  • Aims to generate a high income which increases over time.
  • Steady long term growth potential.
  • A unique stock screening model to ensure strict criteria for investment is met.
  • A unique technical analysis model to best time the buying and selling of stocks.
  • A fund management team with a proven track record in good market conditions and bad.
  • Headed by a multiple award winning Fund Manager with an excellent investment pedigree.
  • 4.0% current yield*.
  • Based on the Dublin domiciled Bloxham Global High Yield Fund, which has demonstrated outstanding performance since 2002 (see below).
  • Funds under management in Global Equity Income Portfolios of €800 million (as at June 2011).



Graph of Excess Returns of Bloxham Global High Yield Relative to FTSE World Index

*Estimated current yield as at 17th August 2011 4.0%.
The level of yield can fall as well as rise and is not guaranteed.

The Elite Bloxham Global Equity Income Fund is a sub-fund of the Fitzwilliam OEIC. The Authorised Corporate Director of the fund is WAY Fund Managers Limited, Authorised and Regulated by the Financial Services Authority, a member of the Investment Management Association (IMA).