With risk comes reward – or so you thought. For Nicolas Gonçalves, a portfolio manager of the Nationwide AllianzGI International Growth Fund (NWAKX), investors need not ramp up risk to achieve returns that can outpace inflation.

Indeed, they are better seeking sanctuary in safer names – quality companies that can grow for many years and potentially reinvest their cashflows at higher returns. ‘That’s what’s going to drive long-term performance and create compound growth,’ he says.
Another big strength and reason why the strategy is increasingly relevant in today’s uncertain environment is an emphasis is on building resilience by owning companies that derive revenues from different growth drivers across many geographies.

Why should investors allocate to international equity markets and how does the team behind the Fund go about the painstaking task of unearthing the best opportunities across the globe?