GuardCap Global Equity I USD Acc

Ranked 30 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Michael Boyd

Michael Boyd has been managing fundamental equity funds for over 25 years. He joined Guardian Capital in June 2014. From 1994 to 2013, Boyd was at the London-based institutional fund management company Seilern Investment Management as global equity fund manager, managing director and shareholder. From 1988 to 1994 he was a fund manager at Murray Johnstone in Glasgow. He received an honours degree in economics from Heriot-Watt University, Edinburgh and qualified as an Associate of the Institute of Bankers in Scotland.

Giles Warren

Giles Warren joined Guardian Capital in August 2014. Prior to this he has worked with Michael Boyd on the Seilern Stryx World Growth Fund since joining Seilern Investment Management Limited in 1997, becoming joint fund manager of that fund in 2010. He graduated from Edinburgh University with an honours degree in politics and economic history. He is an Associate of the Society of Investment Professionals.

Objective

The Fund will invest primarily in shares and related instruments of shares issued by high quality companies and listed in countries which are members of the Organisation of Economic Co-operation and Development (OECD). The Fund may also invest in other asset classes, including, but not limited to, debt securities and interest rates and other regions. The Fund may increase its holding in cash and other liquid assets at times of market turbulence.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.8%
2018 7.5% -1.0% 12.3% 6.0% -8.8%
2017 20.8% 8.5% 3.9% 1.8% 5.3%
2016 26.9% 5.9% 7.7% 5.9% 5.1%
2015 15.3% 12.1% -4.0% 0.5% 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Iceland
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Spain
  11. United Kingdom

Fund Info

  • Launch date10/12/2014
  • Share Class size446Mn
  • Base currencyUSD
  • ISIN IE00BSJCNS13

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.00%
  • Initial investment0.00%

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