Enduring Growth through Value, Quality & ESG
The AIM Global PCC - Sustainable Value Cell is the purest expression of Accresco’s “value-quality-ESG” framework. The portfolio owns a focused collection of large-capitalisation businesses, typically twenty-five to thirty names, each purchased at a fair price when compared to its intrinsic value, each boasting solid balance-sheets and industry-leading environmental, social and governance practices. By insisting on price discipline and sustainable competitive advantage, the Cell seeks to compound capital at solid rates while shielding investors from the risks that often accompany short-term market trends.
A Philosophy Grounded in Selectivity and Stewardship
Admission to the portfolio requires clearing three sequential gates. Value: the share must trade well below our conservatively estimated fair value. Quality: high and stable returns, low leverage, strong cash generation. ESG Leadership: ESG rating better than peers, zero exposure to controversial industries and a strong management team. Only when all three criteria align does a company earn a place in the Cell, ensuring every dollar of client capital supports both long-term profitability and responsible corporate behaviour.
Real-World Results
Launched in November 2020, the Sustainable Value Cell has delivered a cumulative return of over 50% in US-dollar. The strategy’s downside protection is equally compelling: maximum draw-down has been materially shallower than the index, confirming that buying quality businesses at sensible prices remains the best defence against market turbulence.
Weekly Liquidity Inside a Regulated Structure
The Cell resides within AIM Global PCC – an FSC-regulated Expert Fund providing investors the rare combination of rigorous active management, full ESG integration and weekly subscription-and-redemption windows with T+5 settlement. All NAVs are calculated by an independent administrator guaranteeing transparency and adherence to global best practice from right here in Mauritius.