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Class A - updates
The PDS contains detailed information about the Barrow Hanley Global Share Fund – Class A including the benefits, risks, fees and charges.
Download the PDS
Download the application form
Application form instructions
Direct Debit Request service agreement which must be completed prior to completing direct debit authorisation.
Online Account Access conditions of use
Ongoing Annual fees and costs reflecting the financial year ended 30 June 2023
We may update the PDS with changes that are not materially adverse via disclosure on our website. Any updates should be read together with the main PDS document above.
Date | Nature of event or change | Impact of the change | Further information |
---|---|---|---|
14 November 2023 | PDS Update 'How we invest your money' |
Updates to 'How we invest your money' include enhancements to the Investment Approach and ESG disclosures contained in the PDS. Also, the 'Risk Level has been amended. |
|
22 December 2022 | PDS Update: Additional information on withdrawals |
The following wording in the “Withdrawals” section of the Barrow Hanley Global Funds Additional Information document, dated 1 October 2022 is deleted and replaced: Previous disclosure The proceeds from your withdrawal will usually be available within 14 business days from when we have accepted the request, given normal operating conditions. New Disclosure The proceeds from your withdrawal will typically be available within 3 -5 business days, but can be up to 14 business days (i.e. during distribution periods) from when we have accepted the request, given normal operating conditions. |
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This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.