SJP Global Growth L Inc
| 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 | 546,834,708.00 | Launch Date | 06/11/2017 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 1.28 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,500.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BF99QL55 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 1.8200 (on 05/02/2018) |
The fund aims to achieve capital growth over the medium to longer term by investing predominantly in global shares via collective investment schemes.
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.
Hamish Douglass
Hamish Douglass is Co-Founder, Chairman and Chief Investment Officer of Magellan Financial Group, and Lead Portfolio Manager of Magellan’s Global Equity strategies. Prior to Magellan, Hamish was Co-Head of Global Banking for Deutsche Bank AG in Australia and New Zealand. Hamish is a former member of the Australian Government’s Financial Literacy Board, the Australian Government’s Takeovers Panel, the Australian Government’s Foreign Investment Review Board and the Forum of Young Global Leaders – World Economic Forum. Hamish is a member of Magellan's Investment Committee.
George Loening
George Loening founded Select Equity in January 1990 while still studying at Columbia University from where he graduated in 1992. With the exception of a part-time position as a junior analyst at Gabelli Asset Management, George is a self-taught investor and is responsible for developing the company’s investment and research engines. From inception George operated independently for almost two years before launching a US equity small- and midcap strategy and is now also the lead Portfolio Manager for a number of long-only and long/ short US strategies.
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.
| Name | Weight |
|---|---|
| Asia Pacific Equities | 18.00% |
| European Equities | 13.00% |
| Money Market | 6.00% |
| North American Equities | 59.00% |
| UK Equities | 2.00% |
| Name | Weight |
|---|---|
| Asia Pacific | 20.00% |
| Europe ex UK | 13.00% |
| International | 0.00% |
| North America | 55.00% |
| Others | 6.00% |
| UK | 3.00% |
| Name | Weight |
|---|---|
| Communications | 13.00% |
| Consumer Discretionary | 18.00% |
| Consumer Staples | 6.00% |
| Energy | 0.00% |
| Financials | 6.00% |
| Health Care | 9.00% |
| Industrials | 9.00% |
| Information Technology | 22.00% |
| Materials | 3.00% |
| Others | 6.00% |
| Real Estate | 1.00% |
| Utilities | 3.00% |
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.