As of October 31, 2025

Walter Scott Global Equity

What is a Basket?

It is an investment model that is managed by a professional portfolio manager on a discretionary basis in your brokerage account. You directly own its underlying securities and receive the dividends and/or interest paid.

Investment Strategy

The investment objective of the basket is to provide investors with long-term growth, primarily through capital appreciation, by investing in a focused portfolio primarily consisting of U.S. common stocks and American Depository Receipts (ADRs).

Details

Investment horizon

At least 5 year

Code

7CDEUQ

Inception Date:

March 27, 2024

Initial minimum investment:

$54,275 USD*

Subsequent Investment:

$54,275 USD*

Portfolio Manager:

Walter Scott

Benchmark:

Morningstar DM TME GR USD

* Contingent on the market value of the Basket and accrued interests/dividends at the time of purchase.

Risk Management

This investment is not guaranteed and its value can go down as well as up.

Medium

How much does it cost?

The fees you pay depend on the type of agreement you signed with your investment advisor. This agreement prevails over the following table. Should you have no such signed agreement, the following charges apply.

Investment Fees
from $1 to $100,000 1.95%
from $100,000.01 to $250,000 1.95%
from $250,000.01 to $500,000 1.80%
from $500,000.01 to $1,000,000 1.60%
$1,000,000.01 or more 1.35%

Mandate Statistics

Dividend Yield

1.20

Geographic Allocation

North America 65.35%
Europe 23.31%
Asia 11.34%

Top Holdings (%)

Taiwan Semiconductor Manufactrg Co Ltd - ADR 4.98%
AIA Group Ltd - ADR 4.24%
Amphenol Corp Cl 4.11%
Mastercard Inc Cl 4.07%
ASML Holding NV - ADR 3.90%
Microsoft Corp 3.82%
TJX Cos Inc 3.61%
Fastenal Co 3.18%
Amazon.com Inc 3.15%
Linde PLC 3.08%
Total 38.14%

Calendar Returns (%)*

YTD 2024 2023 2022 2021 2020 2019
9.14 7.79 23.38 -19.18 19.54 20.21 31.24

Annualized Returns (%)*

1
month
3
month
6
month
1
year
3
year
5
year
10
year
Since Inception
-0.32 3.17 10.58 8.72 15.69 10.63 11.23 10.60

Returns before management fees

*Before April 1, 2024, the Walter Scott Global Equity basket was not offered by NBF. The returns shown in the tables represent the historical performance of the model followed by the portfolio manager and are provided for informational purposes only. The returns could have been different if the strategy had been offered within the Walter Scott Global Equity basket, since the choice and asset allocations and the timing of the investments could have been different.