St James's Place Worldwide Opportunities

Ranked 111 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Kenneth A Broekaert

Kenneth A Broekaert joined Burgundy AM in April 2003 as an investment analyst focusing on Europe. In 2006 he became vice president of the firm and portfolio manager, and was appointed senior vice president of the firm in 2010. Prior to joining Burgundy he worked for The Boston Consulting Group. Ken graduated from the Richard Ivey School of Business and finished his MBA in 2003 where he earned a place on the Dean’s Honours List. Ken is CFA charterholder and member of the CFA Institute.

Chad Clark

George Loening

Objective

The investment objective is to provide capital appreciation through investment in a portfolio of quoted securities on a worldwide basis. The fund will be invested primarily in global equities but may also invest in cash-based investments.

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 11.8%
2018 -2.1% -4.3% 7.6% 6.4% -10.7%
2017 10.0% 5.1% 2.2% -0.5% 3.0%
2016 23.2% 4.6% 6.2% 7.7% 3.1%
2015 4.2% 7.4% -6.0% -4.6% 8.2%
2014 9.5% -0.1% 1.0% 0.3% 8.2%
2013 25.8% 17.4% 1.9% 0.5% 4.7%
2012 13.1% 9.6% -3.5% 5.1% 1.8%
2011 -10.2% 2.2% -0.5% -16.1% 5.4%
2010 23.1% 12.6% -8.4% 6.6% 12.0%
2009 25.8% -10.9% 12.6% 25.8% -0.3%
2008 -27.0% -4.5% -11.1% -6.9% -7.6%
2007 -0.9% -4.6% -5.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/01/2007
  • Share Class size1,240Mn
  • Base currencyGBP
  • ISIN GB00B1KHLW60

Purchase Info

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

Charges

  • Annual management1.84%
  • 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).