Majedie Global Equity X Acc USD

Ranked 135 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Adrian Brass

Adrian Brass is responsible for lead managing Majedie's US Equity fund and co-managing both the Global Equity and the Global Focus funds. Before joining Majedie in 2014, Brass was a fund manager at Fidelity, where he managed US equity funds including the America fund for six years, growing total assets to over $8 billion. Previously he managed a global consumer sector fund from 2006. Prior to that he managed various global equity funds at Investec Asset Management, a firm he joined in 2000 from Schroders, where he was a UK and then pan-European analyst. Adrian joined Schroders in 1995. In all he has 23 years’ investment experience in international equity markets. He holds a bachelor of science degree in economics and politics from the University of Bristol and is a CFA charterholder.

Tom Morris

Tom Morris is a fund manager and analyst with nine years’ investment experience in UK and international equity markets at Majedie Asset Management. Morris is responsible for co-managing both the Global Equity and Global Focus funds and also the Tortoise fund. Morris holds an MSc in natural sciences, specialising in physics, from St Catharine’s College, Cambridge. He is a CFA charter holder.

Tom Record

Tom Record is a fund manager and analyst with over 14 years investment experience in international equity markets. He is responsible for co-managing both the Majedie Global Equity and Global Focus funds. Before joining Majedie in 2014, Tom had been an investment manager at Baillie Gifford, where his team was responsible for managing institutional portfolios. While at Baillie Gifford, he also managed a range of global emerging market funds. Tom holds Master of Arts and Master of Natural Sciences degrees, specialising in Biochemistry, from Pembroke College, Cambridge. He is a CFA charter holder.

Objective

The Fund aims to produce a total return in excess of the MSCI All CountryWorld Index over the long term through investment in a diversified portfolio of primarily global equity securities. The Fund may also invest in other transferable securities, money market instruments, cash and near cash. Equity securities includes any equity-related securities such as preference shares, warrants, convertibles and depositary receipts. There are no restrictions on the choice of investments, whether by company size, industry or geography.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 135/752 Total Return
  • Rank 540/752 Standard Deviation
  • Rank 288/752 Max Drawdown
Fund Name Currency Risk
538 GAM Global Diversified USD Open Income Dis GBP

14.4

539 Artemis Global Select Fund R Acc GBP

14.4

540 Longview Partners Inv Global Equity Hedged G GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

14.5

540 Majedie Global Equity X Acc USD GBP

14.5

542 Investec Global Equity A Acc GBP GBP

14.5

542 Vanguard Global Equity Fund A GBP Acc GBP

14.5

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.9%
2018 -4.4% -5.6% 9.3% 3.9% -10.8%
2017 13.0% 3.5% 0.1% 4.2% 4.7%
2016 23.6% 0.3% 4.5% 9.3% 7.9%
2015 8.0% 8.5% -4.1% -8.0% 12.8%
2014 2.2% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/06/2014
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN GB00BN31TD61

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management0.75%
  • 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).