Mirabaud - Equities Global Focus A Cap USD

Ranked 19 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Paul Middleton

Paul Middleton is co-manager on Mirabaud- Equities Global Focus and Mirabaud- Global Equity High Income products. He has been in the asset management industry since 2002, and has focused on global thematic equities since 2009. Prior to joining Mirabaud Asset Management in 2013, Paul Middleton was a portfolio engineer dedicated to global equity portfolios at AXA Framlington, which he joined in 2006. He started his career at Schroders, where he worked as investment risk analyst. Paul Middleton holds a bachelor's degree in economics from Bristol University and is a CFA Charterholder.

Anu Narula

Anu Narula heads the Mirabaud Asset Management Global Equities team and is lead portfolio manager on the Mirabaud - Equities Global Focus and Mirabaud - Global Equity High Income funds. Narula has experience in the portfolio management industry since 2001. Prior to joining Mirabaud Asset Management in 2013, Narula worked at AXA Framlington where he was lead-manager of the Global Equity High Income fund and co-manager of the Global Opportunities fund, and prior to that was the portfolio manager of the global equity part of the global macro hedge fund Cadwyn Global. He started his career at Morley Fund Management in the Global Equity team. Narula holds a bachelor's degree in economics from the London School of Economics, holds an MBA from the London Business School and is a CFA Charterholder.

Objective

The Sub-Fund will invest, directly or indirectly (for example through derivatives, structured products or investment funds), into equities and equity-type transferable securities (such as ADRs and GDRs) of issuers worldwide including real estate investment trusts.

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 12.2%
2018 8.9% 1.8% 7.6% 7.6% -7.6%
2017 15.7% 5.2% 0.7% 4.2% 4.8%
2016 11.2% -3.9% 7.7% 5.5% 1.8%
2015 5.1% 7.8% -7.3% -2.4% 7.7%
2014 5.6% -1.6% 2.1% 3.4% 1.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
USD Cash 6.66%
PayPal Holdings Inc ORD 4.92%
AIA Group Ltd ORD 4.92%
McCormick & Company Inc ORD 4.75%
Xylem Inc ORD 4.41%
Deutsche Boerse AG ORD 4.38%
Odontoprev SA ORD 4.19%
Compass Group PLC ORD 4.15%
Edenred SA ORD 4.02%
CME Group Inc ORD 3.99%
28/02/2019

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Italy
  5. Luxembourg
  6. Portugal
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date20/12/2013
  • Share Class size46Mn
  • Base currencyUnits
  • ISIN LU1008513852

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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