Harding Loevner Global Equity A Inst GBP

Ranked 435 out of 756 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Peter Baughan

Peter Baughan has been a portfolio manager and analyst at Harding Loevner LP based in Bridgewater, USA since 1997. He manages the Global Equity Portfolio and Global Equity funds using a quality growth investment style. A CFA Charterholder, Peter graduated from the University of North Carolina with a BA in Political Science.

Ferrill Roll

Ferrill Roll has worked at Harding Loevner LP since 1996 and manages global and international equity portfolios using a quality growth investment style. Ferrill is a member of the Institute of Chartered Financial Advisers and graduated from Stanford University with a BA in economics.

Objective

To provide long-term capital growth by investing in a variety of global equities. The Fund will aim to outperform the MSCI All Country World Index. The Fund will invest in stocks and equity related securities of issuers based both inside and outside the United States, as well as in emerging and frontier markets (subject to a maximum investment of 25% of the Fund's assets). The Fund will also invest (up to 10% of its assets) in open-ended collective investment schemes which shall be mainly in the form of exchange traded funds and shall be listed and traded in the US and Europe.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2018 - 31/05/2019
  • Rank 435/756 Total Return
  • Rank 575/756 Standard Deviation
  • Rank 593/756 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.3%
2018 -4.9% -1.9% 7.8% 4.2% -13.7%
2017 20.6% 7.7% 3.4% 2.2% 6.0%
2016 26.8% 2.6% 9.4% 9.1% 3.5%
2015 7.5% 8.2% -5.0% -4.9% 10.0%
2014 12.4% -0.5% 2.7% 4.5% 5.3%
2013 18.1% 12.0% -1.1% 1.4% 5.0%
2012 12.1% 12.3% -3.4% 2.8% 0.6%
2011 -7.6% -1.3% 1.9% -13.2% 5.7%
2010 19.1% 10.9% -9.0% 6.9% 10.4%
2009 29.1% -2.5% 5.0% 20.9% 4.3%
2008 -3.9% -3.9% -4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date05/03/2008
  • Share Class size81Mn
  • Base currencyUSD
  • ISIN IE00B1WL5J10

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • 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).