St James's Place Global Equity Income L Acc

Ranked 29 out of 86 in - Global Equity Income over 36 months
All calculations are in GBP unless stated

Managed by

Paul Boyne

Paul Boyne attended University College, Dublin where he studied finance and achieved a postgraduate (MBS) Diploma from Michael Smurfit Graduate School of Business. Paul has extensive experience in the industry having working for Morgan Stanley for twelve years becoming managing director and senior portfolio manager, and for the Bank of Ireland for three years as managing director and head of their US equities. In October 2008 he joined Invesco Perpetual as a lead fund manager for the global equity income product and is now a senior managing director and senior portfolio manager at Manulife Asset Management.

Objective

The fund aims to provide income and the potential for capital growth over the long-term. The fund predominantly invests in company shares in a wide range of countries, but may also hold other assets such as cash.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.6%
2018 -6.4% -7.9% 6.1% 6.5% -10.0%
2017 7.9% 5.2% 0.9% -1.5% 3.3%
2016 27.4% 5.7% 4.9% 8.0% 6.5%
2015 2.1% 6.8% -5.1% -6.0% 7.2%
2014 7.6% 1.1% 1.0% 1.7% 3.7%
2013 25.7% 16.1% 1.6% 1.1% 5.5%
2012 3.7% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. United Kingdom

Fund Info

  • Launch date10/04/2012
  • Share Class size1,044Mn
  • Base currencyGBP
  • ISIN GB00B7MCBZ41

Purchase Info

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

Charges

  • Annual management1.27%
  • 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).