Standard Life Investments

Global Equity Unconstrained Fund D Acc Unhedged EUR

Institutional ISIN: LU0343754296

Price (EUR)
12.0340
Daily change
Up 0.13 (1.09%)
 
 
Change date
08/12/2017

Introduction

The fund aims to provide long term growth by investing in a diversified portfolio of global equity assets. The investment team will maintain a diverse asset mix at country, sector and stock level, with the regional, country and sector weightings within the portfolio being a by-product of the underlying stock exposure. Their primary focus is on stock selection to try to take advantage of opportunities they have identified. Due to the unconstrained nature of the fund investors must be willing to accept a relatively high degree of stock specific risk. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.

Fund management

Mikhail Zverev

Mikhail Zverev

After graduating from St Petersburg State Technical University with a BSc in Physics, Mikhail started his career in 1998 with Trigon Capital, an Eastern European investment banking firm, where his focus was on technology investment banking. He gained his MSc in Accounting and Finance from London School of Economics and joined the investment banking division of Schroder Salomon Smith Barney in London in 2001, before moving to First State Investments as an Analyst, UK equities in 2002. He joined Standard Life Investments in January 2007.

Performance

Fund performance (on a bid to bid basis)

Powered by data from FE

Fund performance & returns (figures updated on a quarterly basis)

(on a bid to bid basis)
Fund performance
Sector performance
 Last 1 month*Last 6 months*Last 1 year*Last 3 years*Last 5 years*
Fund performance
Sector performance

Past performance is not a guarantee of future returns. The value of investments may go down as well as up and you may receive back less than you invested. Your capital and income is not guaranteed.

* Values to -

** n/a indicates that fund performance information is not available for this period due to the date the fund was launched.

"FTSE" is a trademark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited ("FTSE") under licence. All rights in the FTSE indices vest in FTSE. FTSE does not sponsor, endorse, or promote this or any other financial product.

In depth

Investment objective

The fund aims to provide long term growth by investing in a diversified portfolio of global equity assets. The investment team will maintain a diverse asset mix at country, sector and stock level, with the regional, country and sector weightings within the portfolio being a by-product of the underlying stock exposure. Their primary focus is on stock selection to try to take advantage of opportunities they have identified. Due to the unconstrained nature of the fund investors must be willing to accept a relatively high degree of stock specific risk. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.

Key information

ManagerMikhail Zverev
Launch date09 Dec 2014
Fund currencyUSD
BenchmarkMorningstar Offshore Global Large-Cap Blend Equity Sector
Codes
ISIN:
LU0343754296
Bloomberg:
SLGEDUE LX
Citicode:
E63T
Charges (%)
Annual management charge:
0.900
Min value of holdings
Min holding:
$500,000
Min initial investment:
$1,000,000

Performance

Fund performance (on a bid to bid basis)

Powered by data from FE

Fund performance & returns (figures updated on a quarterly basis)

(on a bid to bid basis)
Fund performance
Sector performance
 Last 1 month*Last 6 months*Last 1 year*Last 3 years*Last 5 years*
Fund performance
Sector performance

Past performance is not a guarantee of future returns. The value of investments may go down as well as up and you may receive back less than you invested. Your capital and income is not guaranteed.

* Values to -

** n/a indicates that fund performance information is not available for this period due to the date the fund was launched.

"FTSE" is a trademark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited ("FTSE") under licence. All rights in the FTSE indices vest in FTSE. FTSE does not sponsor, endorse, or promote this or any other financial product.

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