St. James's Place Global Equity Acc

Ranked 463 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Tye Bousada

Tye Bousada (born 1971) is a founding partner, president and co-CEO of EdgePoint Investment Group Inc. and director of EdgePoint Wealth Management Inc. Prior to founding EdgePoint, Tye was vice-president and portfolio manager at Invesco Ltd. (formerly Trimark Investment Management). Tye joined the company in April 1999 as a portfolio manager on the Canadian equity team. He was promoted to co-manager of Trimark Fund in 2000 and to lead manager in 2004, a position he held until his departure in January 2008. Prior to joining Trimark, Tye spent three years at Ontario Teachers’ Pension Plan Board, from April 1996 to April 1999, where he progressed from junior analyst to portfolio manager. Tye earned an Honours Business Administration (HBA) degree from the University of Western Ontario in 1993 and became a CFA charterholder in 1999.

Eleanor de Freitas

David Levanson

Ben Leyland

CFA charterholder Ben Leyland was born in Manchester. He holds a BA (Hons) in History from the University of Cambridge. His financial career started at Schroder Investment Management where he was part of the equity research department. Ben joined JOHCM London office in 2006. He runs global and UK equities using defensive growth investment style.

Objective

The fund aims to achieve long-term capital appreciation by investing worldwide in equities. The fund brings together a unique combination of high quality, global equity managers within a core/satellite portfolio structure.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 463/752 Total Return
  • Rank 306/752 Standard Deviation
  • Rank 240/752 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.2%
2018 -6.1% -4.3% 5.9% 2.9% -9.9%
2017 13.6% 5.9% 1.5% 1.1% 4.6%
2016 27.3% 3.8% 5.9% 11.1% 4.3%
2015 -1.0% 7.6% -5.5% -9.6% 7.8%
2014 8.4% 0.6% 2.0% 2.0% 3.7%
2013 16.5% 12.1% -1.5% 3.2% 2.3%
2012 10.5% 7.9% -5.6% 4.4% 4.0%
2011 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/09/2011
  • Share Class size1,994Mn
  • Base currencyGBP
  • ISIN GB00B46FK959

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment50

Charges

  • Annual management1.27%
  • Initial investment5.00%

Related News

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