PrivilEdge - William Blair Global Leaders (USD) PA

Ranked 311 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Flynn

Andy Flynn is a portfolio manager for the International Small Cap Growth and Global Leaders strategies at William Blair. Since joining William Blair in 2005, Andy has served as a U.S. Industrials and Consumer analyst as well as a non-U.S. Consumer, Healthcare and IT analyst. He was also a portfolio manager for the Global Small Cap Growth Strategy. Before joining the firm, Andy was a senior equity analyst and portfolio manager at Northern Trust, specialising in mid and small capitalization growth companies. Prior to that he worked as a senior equity analyst at Scudder Kemper Investments and began his career at Fidelity Investments as a research assistant. Andy is a member of the CFA Institute and the CFA Society of Chicago and received a B.A. in Economics from the University of Kansas and a M.B.A. with a Finance emphasis from the University of North Carolina at Chapel Hill.

Ken McAtamney

Ken McAtamney was born in the US in 1966. He gained his undergraduate degree in business administration from his home state university of Michigan and his MBA from Indiana University. He began his career with eight years on the institutional equities desk at Goldman Sachs, before joining William Blair in 2005. Ken applies a quality growth investment strategy within his global equity universe, using a proprietary multi-factor valuation model for asset allocation. He avoids derivatives and cash as a tactical element of his portfolio management.

Objective

A Sub-Fund invested at least 90% of its portfolio in equity securities issued by companies worldwide and selected by the Investment Manager for their expected superior growth and profitability. Up to 10% of the portfolio may be invested in other securities. Discretion will be used with the selection of markets (including Emerging Markets), currencies, sectors and size of companies.

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 12.7%
2018 -3.8% -0.6% 9.0% 4.5% -15.0%
2017 17.7% 6.2% 1.5% 3.0% 6.0%
2016 19.0% -0.6% 8.4% 8.8% 1.5%
2015 7.0% 9.9% -6.3% -5.4% 9.9%
2014 1.4% 1.5% 7.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Alphabet Inc ORD 2.88%
Amazon.com Inc ORD 2.76%
Alibaba Group Holding Ltd DR 2.56%
Boeing Co ORD 2.43%
UnitedHealth Group Inc ORD 2.30%
Mastercard Inc ORD 2.23%
Union Pacific Corp ORD 2.17%
AIA Group Ltd ORD 2.14%
Estee Lauder Companies Inc ORD 2.03%
Taiwan Semiconductor Manufacturing Co Ltd DR 1.99%
28/02/2019

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date20/02/2014
  • Share Class size06Mn
  • Base currencyUnits
  • ISIN LU0990502683

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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