LM MC Global Long-Term Unconstrained A EUR Acc

Ranked 29 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Luca Fasan

Zehrid Osmani

Zehrid Osmani has almost 22 years’ experience in financial markets and is head of the global long-term unconstrained team at Martin Currie. He is lead portfolio manager on the Global and International Long Term Unconstrained funds and on the newly launched European Unconstrained funds. He joined Martin Currie in May 2018 from BlackRock, where he had held a number of senior roles from January 2008 onwards. At BlackRock, he was a senior portfolio manager and had responsibility for managing several pan-European equity funds with a specific focus on unconstrained, high-conviction, long-term portfolios. Prior to this, he managed equity portfolios at Scottish Widows Investment Partnership and was a specialist sector analyst at Commerzbank Securities, UBS Warburg and Credit Lyonnais. He began his investment career as a trainee fund manager at Scottish Investment Trust. He has a BA in economics and finance from the University of Paris-Sorbonne and a Master’s in international finance from the University of Glasgow.

Objective

The fund will invest at least 80% of its assets in shares of companies located anywhere in the world, including emerging market countries. Such investment may be directly in such shares or indirectly via derivatives (financial instruments whose value is derived from the value of other assets). The fund manager seeks to identify shares of companies that historically have demonstrated consistent, long-term value creation. If a company passes the fund managers initial screening then an in-depth analysis and valuation of the company is undertaken.

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 14.2%
2018 -0.9% -5.2% 9.6% 6.6% -10.5%
2017 18.2% 8.5% 4.9% -1.0% 4.9%
2016 8.5% 1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Waters Corp ORD 4.24%
AIA Group Ltd ORD 4.24%
Mettler-Toledo International Inc ORD 4.00%
Automatic Data Processing Inc ORD 3.86%
Tencent Holdings Ltd ORD 3.85%
Reckitt Benckiser Group PLC ORD 3.73%
Unilever NV DR 3.51%
Rockwell Automation Inc ORD 3.50%
Straumann Holding AG ORD 3.42%
Starbucks Corp ORD 3.35%
31/01/2019

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date28/06/2016
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN IE00BYT1LJ76

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

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