Quilter Investors Global Equity Growth A Acc

Ranked 298 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Amit Lodha

Amit Lodha graduated from the University of Mumbai with a master’s degree in commerce and economics. He joined Fidelity in 2003 as an equity analyst covering a number of sectors in the Indian market and in 2007 had responsibility for pan European natural resources stocks and commodities. In 2008 he was promoted to portfolio manager of the Global Real Asset Securities Fund. Prior to joining Fidelity, he worked as an equity analyst for Citigroup Smith Barney in India. Amit is a qualified Chartered Accountant and a CFA Charterholder.

Objective

The Fund aims to achieve capital growth. The Fund primarily invests, directly and indirectly, in shares issued by companies located anywhere in the world. The investment adviser typically has a preference to invest in shares of companies they believe to have the potential for growth. The Fund may at times be concentrated in terms of the number of investments it holds. The Fund may also invest in other transferable securities, collective investment schemes (including those managed or operated by the ACD), warrants, money market instruments, deposits and derivatives.

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 9.3%
2018 -5.2% -5.3% 9.3% 3.4% -11.5%
2017 15.1% 6.8% 0.0% 1.6% 6.1%
2016 25.3% 0.4% 6.6% 10.7% 5.8%
2015 7.7% 10.3% -4.2% -7.1% 9.7%
2014 9.1% -0.6% 2.3% 3.1% 4.1%
2013 1.9% 4.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Microsoft Corp ORD 2.40%
Alphabet Inc ORD 2.10%
Merck & Co Inc ORD 2.01%
Roche Holding AG Par 1.83%
Oracle Corp ORD 1.65%
Royal Dutch Shell PLC ORD 1.64%
Visa Inc ORD 1.61%
JPMorgan Chase & Co ORD 1.55%
Wells Fargo & Co ORD 1.47%
Boston Scientific Corp ORD 1.39%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/04/2013
  • Share Class size32Mn
  • Base currencyGBP
  • ISIN GB00B7N3J307

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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