Majedie Global Focus X Acc USD

Ranked 107 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 seeks to maximise total return and to outperform the MSCI All Country World Index over the long term through investment in a diversified portfolio of primarily global equity securities.

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 11.5%
2018 -4.3% -6.8% 9.1% 4.3% -9.8%
2017 13.4% 2.6% 0.9% 4.2% 5.1%
2016 18.8% -0.8% 2.3% 8.7% 7.7%
2015 11.8% 10.8% -3.0% -6.5% 11.3%
2014 0.1% 6.4%

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 GB00BN31TL46

Purchase Info

  • Min. initial investment100,000
  • 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).