CGWM Select Global Opportunity A USD Acc

Ranked 393 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Justin Oliver

Justin Oliver is an investment manager and deputy CIO at Canaccord Genuity Wealth Management based in Guernsey. He joined the firm in 2000 and prior to this was a portfolio manager at Kleinwort Benson (CI) Ltd. Justin deals in mixed assets, using a top down investment style. He graduated from Nottingham Trent University with a degree in Business Studies and is a Chartered Fellow of the CISI. Outside of work Justin lists soccer among his interests.

Mark Piper

Objective

The objective of the Fund is to generate capital growth by investing in an internationally diversified portfolio of shares and units in collective investment schemes and individual high quality fixed interest instruments. In seeking to achieve its investment objective and policy the Fund seeks an indirect exposure to international equity markets equal to a maximum of 100% of its net assets by investing in the securities of regulated collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 393/752 Total Return
  • Rank 140/752 Standard Deviation
  • Rank 214/752 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.3%
2018 -4.9% -5.0% 6.0% 4.4% -9.5%
2017 10.8% 5.0% 1.4% 0.6% 3.5%
2016 18.5% -0.2% 6.7% 6.9% 4.2%
2015 5.3% 10.8% -6.7% -4.1% 6.2%
2014 10.8% 1.9% -0.8% 3.0% 6.5%
2013 18.7% 12.4% 0.6% 0.7% 4.3%
2012 1.2% 5.2% -4.4% 3.6% -2.9%
2011 -4.2% -0.2% 0.0% -7.9% 4.3%
2010 13.7% 7.8% -8.6% 4.9% 10.1%
2009 18.9% -7.1% 3.4% 16.7% 6.0%
2008 17.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
GBP Forward Contract 24.44%
iShares S&P 500 UCITS ETF (Dist) 12.07%
Vanguard FTSE All-World UCITS ETF USD 9.94%
iShares MSCI World UCITS ETF (Dist) 9.86%
USD Cash 8.20%
T Rowe US Large Cap Growth Equity Q USD 8.20%
Lindsell Train Global Equity C USD 7.24%
JPM USD Liquidity LVNAV Institutional Dis 7.00%
Findlay Park American GBP 5.36%
Polar Capital Healthcare Opportunities I USD 4.71%
31/03/2019

Registered For Sale In

  1. Austria
  2. Germany
  3. Ireland
  4. United Kingdom

Fund Info

  • Launch date26/09/2008
  • Share Class size453Mn
  • Base currencyUSD
  • ISIN IE00B3BRDK12

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).