The Adam Worldwide fund, which we have managed since 2002, is a global growth fund. Its objective is to achieve capital and income growth by investing in UK and global equities.
Around half of the fund’s assets are invested in the UK, with the remaining invested in the shares of overseas companies. It invests in quality companies, regardless of their sector or geographic location.
Download a copy of the latest quarterly factsheet.
Important Information
THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM, CAN GO DOWN AS WELL AS UP AND YOU MAY NOT RECOVER THE AMOUNT OF YOUR ORIGINAL INVESTMENT.Adam clients
To find out more about how the Adam Worldwide Fund from Adam & Company can meet your individual needs, please contact your Relationship Manager.
New clients
If you wish to become a client of Adam & Company, please complete this form or contact us on +44 (0)131 225 8484.
Further information
This scale of charges is effective from November 2012.
Investment Management Tariff (PDF, 72kb)
This scale of charges for private clients is effective from September 2012.
Adam & Company - Scale of charges - Banking services (PDF, 83kb)
This scale of charges for international clients is effective from January 2012.
Adam International - Scale of charges - Banking services (PDF, 86kb)
A Guide to the Lending Code for Consumers (PDF, 259kb)
A Guide to the Lending Code for Micro-Enterprises (PDF, 249kb)
Our History
- How we became who we are
Our Approach
- Tailored solutions and a personal service
Our Board
- Details of our board members
Sponsorship
- Who we sponsor and support