Longview Partners Inv Global Equity Hedged G GBP

Ranked 402 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Sub-Fund is to provide medium to long term appreciation of the investors capital. The Sub-Fund invests in high quality companies with strong business fundamentals and attractive cash-based valuations. The Sub-Fund strives to invest in predictable companies, with strong recurring revenues, and to avoid investing in companies that are sensitive to external forces beyond their control, such as macroeconomic factors.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019
  • Rank 402/758 Total Return
  • Rank 524/758 Standard Deviation
  • Rank 232/758 Max Drawdown
Fund Name Currency Return
401 Schroder Global Alpha Plus A Acc GBP

7.3%

402 Longview Partners Inv Global Equity Hedged G GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.3%

402 Lansdowne Insight Discovery Fund USD D GBP

7.3%

404 Indosuez Funds Global Trends MX Dis GBP

7.3%

Fund Name Currency Loss
230 Wellington Durable Companies EUR S Acc Unh GBP

-10.2%

231 HSBC Global Equity Dividend A USD C GBP

-10.2%

232 AS SICAV I - World Equity A Acc USD GBP

-10.2%

232 UniValueFonds: Global A GBP

-10.2%

232 Longview Partners Inv Global Equity Hedged G GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.2%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.9%
2018 -2.7% -2.1% 3.4% 7.1% -10.2%
2017 16.2% 6.1% 3.2% 2.4% 3.6%
2016 9.9% 3.0% -0.1% 3.8% 2.9%
2015 2.8%
2011 -5.0% 2.5% 1.6% -15.9% 8.5%
2010 11.8% 6.4% -9.3% 6.3% 9.0%
2009 22.2% -5.6% 9.3% 12.8% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Spain
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date03/11/2008
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN LU0249867481
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • 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).