Manulife Global Fd-Global Contrarian AA

Ranked 174 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Paul Boyne

Paul Boyne attended University College, Dublin where he studied finance and achieved a postgraduate (MBS) Diploma from Michael Smurfit Graduate School of Business. Paul has extensive experience in the industry having working for Morgan Stanley for twelve years becoming managing director and senior portfolio manager, and for the Bank of Ireland for three years as managing director and head of their US equities. In October 2008 he joined Invesco Perpetual as a lead fund manager for the global equity income product and is now a senior managing director and senior portfolio manager at Manulife Asset Management.

Stephen Hermsdorf

Objective

To generate long-term returns which exceed those of broad market indexes, such as the MSCI World Index and the S&P 500 Index, by investing in overlooked and misunderstood companies through investing primarily in securities of U.S. issuers, and those of issuers in countries around the world including, but not limited to, common stocks, REITs and similar liquid equity equivalents.

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 11.4%
2018 -6.8% -7.6% 5.9% 5.9% -10.0%
2017 5.5% 4.5% -0.2% -2.2% 3.4%
2016 27.7% 5.3% 5.3% 7.5% 7.1%
2015 0.8% 5.8% -5.1% -5.6% 6.4%
2014 8.1% 1.0% 1.5% 1.5% 4.0%
2013 3.8% 8.6% -8.4% 3.6% 0.8%
2012 5.3% 17.4% -14.2% 7.1% -2.4%
2011 -32.1% 0.2% -8.5% -26.3% 0.5%
2010 37.0% 13.4% -5.0% 18.7% 7.2%
2009 63.0% -0.4% 23.9% 28.0% 3.1%
2008 -29.2% -5.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Nestle SA ORD 3.89%
Apple Inc ORD 3.64%
Microsoft Corp ORD 3.48%
Wells Fargo & Co ORD 3.38%
Heineken NV ORD 3.17%
Amcor Ltd ORD 3.16%
Johnson & Johnson ORD 3.03%
Koninklijke Philips NV ORD 2.82%
United Technologies Corp ORD 2.78%
Compagnie Generale des Etablissements Michelin SCA ORD 2.68%
31/12/2018

Registered For Sale In

  1. Hong Kong
  2. Luxembourg
  3. Macau
  4. Singapore
  5. United Kingdom

Fund Info

  • Launch date27/06/2008
  • Share Class size13Mn
  • Base currencyHKD
  • ISIN LU0357320398

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%

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