SJP Global Equity H Acc
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 2,578,546,687.00 | Launch Date | 12/09/2011 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 1.83 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,500.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BD8F2N45 | Min Topup (£) | 1,000.00 |
The fund aims to achieve long-term capital appreciation by investing worldwide in equities. The fund brings together a unique combination of high quality, global equity managers within a core/satellite portfolio structure.
Tye Bousada
Tye Bousada is a founding Partner, President and co-CEO of EdgePoint Investment Group, and a Portfolio Manager for EdgePoint’s global equity strategy. Prior to founding EdgePoint, Tye was a Vice President and Portfolio Manager at Invesco Ltd. (Canada), joining the company in 1999 as a Portfolio Manager on the Canadian equity team. Tye held a number of senior roles at Invesco and was appointed lead manager of the flagship Trimark Fund in 2004, a position he held until leaving the company in 2008. Under his management, the Trimark Fund was recognised numerous times for superior investment achievement. Tye earned an Honours Business Administration degree from the University of Western Ontario and is a CFA charterholder.
Ben Leyland
Ben has been with JOHCM since April 2006, when he joined to work with John Wood on the UK Opportunities Strategy, latterly as a Fund Manager. He was previously at Schroder Investment Management as a Financial Analyst in their Pan-European equity research department. Ben is a CFA Charterholder and holds a MA (Hons) in History from the University of Cambridge. He was voted one of Financial News's '40 under 40' Rising Stars in Asset Management, 2015.
David Levanson
David Levanson, CFA, has over 20 years’ industry experience, starting his career in 1990 as a research analyst at The Capital Management Group and moving to Sands Capital for the first time in 1992. David joined State Street in 1996 and MFS Investment Management in 1999 before rejoining Sands Capital in 2002 as Senior Research Analyst and Senior Portfolio Manager. He has a BS in Finance from the University of Florida and an MBA from the University of Virginia.
Eleanor de Freitas
Eleanor de Freitas is a managing director and head of BlackRock’s Index Equity Group in Europe. Prior to BlackRock, Eleanor held a number of senior strategy and portfolio management roles at BGI and ING Barings, where she played an instrumental role in developing their quantitative equity research product.
| Name | Weight |
|---|---|
| American Emerging Equities | 2.00% |
| Asia Pacific Equities | 35.00% |
| European Equities | 17.00% |
| International Equities | 1.00% |
| Money Market | 2.00% |
| North American Equities | 36.00% |
| UK Equities | 4.00% |
| Name | Weight |
|---|---|
| Asia Pacific | 34.00% |
| Europe ex UK | 17.00% |
| International | 5.00% |
| North America | 35.00% |
| Others | 2.00% |
| UK | 4.00% |
| Name | Weight |
|---|---|
| Communications | 7.00% |
| Consumer Discretionary | 12.00% |
| Consumer Staples | 8.00% |
| Energy | 2.00% |
| Financials | 12.00% |
| Health Care | 9.00% |
| Industrials | 14.00% |
| Information Technology | 13.00% |
| Materials | 6.00% |
| Others | 2.00% |
| Real Estate | 3.00% |
| Utilities | 5.00% |
| Name | Weight |
|---|---|
| AMAZON.COM INC | 0.00% |
| BERRY GLOBAL GROUP INC | 0.00% |
| CSX CORP | 0.00% |
| ENEL SPA | 0.00% |
| JPM GLOBAL HEALTHCARE CACCUSD | 0.00% |
| MATTEL INC | 0.00% |
| ORACLE CORP | 0.00% |
| PHILIP MORRIS INTERNATIONAL IN | 0.00% |
| SEA LTD | 0.00% |
| SHISEIDO CO | 0.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.