Pzena Global Expanded Value A GBP

Ranked 656 out of 756 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Caroline Cai

John Goetz

John Goetz graduated from Wheaton College, Illinois with a BS degree and an MBA from Northwestern University. He joined Pzena Investment Management in 1996 where he was first the director of research and is currently the managing principal, co-chief investment officer and is co-portfoilo manager of all the Pzena investment strategies. Prior to joining Pzena he worked in key positions at Amoco Corporation, The Northern Trust Company and Bank of America.

Benjamin S. Silver

Objective

The investment objective of the Fund is to achieve long-term growth of capital by investing in a portfolio of international equities. To pursue its objective, the Fund invests primarily in equity securities of issuers located in countries throughout the world including the United States.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.5%
2018 -11.2% -7.1% 5.8% 2.7% -12.0%
2017 13.5% 5.4% 0.3% 0.6% 6.6%
2016 29.5% -0.4% 3.0% 13.6% 11.1%
2015 -0.7% 5.0% -3.8% -8.0% 6.9%
2014 2.2% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date25/06/2014
  • Share Class size73Mn
  • Base currencyGBX
  • ISIN IE00BHBF0S07

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.55%

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