Man Newsmith Global Equity Alpha I USD

Ranked 241 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Simon Roberts

Simon Roberts' impressive performance shows that a degree in economics is not necessary to become a successful fund manager. He graduated in Metallurgy from Oxford in 1985 and went on to work for some of the City's top investment firms, including Fidelity, where he became a senior portfolio manager, and Schroders, where he was head of research. He joined Lazard in 1999 rose through the ranks to become head of UK equities, and then worked at BlueCrest Capital and NewSmith Capital Partners before joining BNP Paribas Investment Partners in February 2015 where he is now CIO of global equities in London.

Objective

The investment objective of the Fund is to seek to achieve significant outperformance of the MSCI All Country World Index over the long term. The Portfolio will implement its strategy by investing all or part of the net proceeds of Shares in (i) transferable securities (ii) exchange traded and OTC financial derivative instruments, (iii) money market instruments, (iv) other collective investment schemes and (v) deposits, cash or cash equivalents. The Investment Manager will seek to achieve the objective by using a bottom-up stock picking approach that is not constrained by sector or individual stock weightings represented by the MSCI All Country World Index.

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 8.0%
2018 -0.3% -2.7% 9.6% 3.3% -9.6%
2017 2.1% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date07/06/2017
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN IE00BYPK8530

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

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).