Global Equity Strategy
For committed long-term investors seeking maximum capital appreciation
Who Is This Strategy For?
This strategy is for experienced, growth-oriented investors who can tolerate significant short-term volatility in pursuit of maximum long-term returns. It is best suited to capital that isn’t needed for a decade or more.
- Seeking maximum long-term capital growth
- High or very high-risk tolerance
- Comfortable with equity market fluctuations
- Long investment horizon (10+ years)
- Appropriate for surplus capital or legacy planning
Asset Allocation Guidelines
This strategy is fully invested in growth assets with no allocation to stabilisers. It is built for maximum equity exposure and long-term capital appreciation.
- Growth Assets: 100% — Global developed and emerging market equities
- Stabiliser Assets: 0% — No allocation to bonds or cash
Philosophy & Features
The Global Equity Strategy offers pure equity exposure for clients seeking to maximise capital growth over decades. It is Tacit’s most growth-oriented mandate and is built for investors with high-risk tolerance and long-term horizons.
- Targets CPI + 4% net of fees, benchmarked to the ARC Equity Risk Private Client Index
- 100% equity allocation across developed and emerging global markets
- Includes direct equity holdings, active managers, and passive exposures where appropriate
- Highly diversified by region, sector, and style to manage concentration risk
- Tactical adjustments made in response to valuations and macro conditions
- Suitable for intergenerational wealth or capital not required for 10+ years
ARC 3D Award
The ARC 3D Award indicates Tacit Investment Management’s engagement with ARC’s Investment Manager Research Programme and fulfilment of the due diligence criteria. It is not a rating or endorsement of suitability for specific clients but a validation of our commitment to transparency.
Understanding Risk
We use a 7-Point Scale to help assess and match our investment strategies to your individual risk tolerance. Each strategy is mapped to a point on this industry-recognised scale, from 1 (Very Low Risk) to 7 (Very High Risk), so you can clearly understand the expected level of risk and potential volatility.
Key Risks
This strategy carries the highest potential for growth and also for loss. It is fully exposed to equity market risk, and investors should be prepared for significant short-term fluctuations.
- Market Risk – High volatility and exposure to global equity downturns
- Inflation Risk – Aims to exceed inflation, but short-term performance may lag
- Currency Risk – FX movements can materially impact returns on overseas holdings
- Concentration Risk – Equity-only exposure may increase sensitivity to global shocks
- Liquidity Risk – Less common in listed markets, but may occur in certain equity segments
How We Manage the Portfolio
All Tacit strategies are actively managed using a disciplined, research-led investment process that combines top-down macroeconomic insight with structured risk management. Our approach is designed to adapt to changing market conditions while remaining anchored in long-term objectives.
- Portfolios are monitored continuously and adjusted on a discretionary basis within defined asset allocation ranges
- Tactical shifts are informed by in-house macroeconomic analysis, including indicators such as corporate earnings, market liquidity, sentiment, and valuations
- Diversification is assessed through correlation analysis, focusing on effective risk spreading rather than number of holdings
- Each strategy is managed within strategic allocation guardrails, with a neutral asset mix and defined minimum/maximum exposure to growth and stabiliser assets
- Portfolios are constructed using a combination of direct securities, bonds, and collective vehicles (e.g. ETFs, funds), chosen to express views across asset class, size, style, sector, region and theme
Risk Warning & Disclaimer
The value of investments and the income derived from them can fall as well as rise. You may not get back the full amount you invested. Past performance is not a reliable indicator of future results. The information on this page does not constitute investment advice or a personal recommendation. Any investment decisions should be made based on your individual circumstances and objectives, and in consultation with a qualified financial adviser.
Tax treatment depends on individual circumstances and may change in the future. Tacit Investment Management does not provide tax advice. All investments carry risk, and you should ensure you fully understand the risks involved before proceeding.
Begin your journey
If you’re a long-term investor looking to maximise capital growth through global equities, we’d be delighted to discuss whether our Global Equity Strategy aligns with your ambitions.
Tell us a little about yourself using the form below, and a member of our team will be in touch to discuss your goals and how we might support them.
Prefer to speak directly? Call us on 0203 051 6450, we’d be happy to hear from you.
