TT Global Equity A2 USD

Ranked 217 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Bernie Huepfl

Originally from Vienna, Bernie Huepfl is currently based in London where he is a fund manager in global equities at TT International. He has recently joined the firm and previously was a fund manager at Meditor Capital. Bernie manages the TT Global Equity Fund dealing in global equities Ireland. He graduated from Wirtschaftsuniversitaet, Vienna and IESE, Barcelona with degrees in finance and operations management. Outside of work Bernie enjoys skiing, music and the theatre.

Ben Ridley

Ben Ridley is currently a global equity fund manager at TT International where he manages the TT Global Equity Fund. Ben joined the firm from Meditor Capital in 2014 where he was a global long/short equity fund manager. He graduated from the University of Edinburgh with a degree in politics, and away from the office Ben's interests include the theatre and skiing.

Objective

The investment objective of the Fund is to produce long term capital growth. The Fund seeks to achieve its investment objective by investing in a diversified portfolio of primarily equity and equity-related securities traded in equity markets around the globe which the Investment Manager believes have sound prospects for sustainable growth and represent value in the form of assets and earnings.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 217/752 Total Return
  • Rank 342/752 Standard Deviation
  • Rank 433/752 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.9%
2018 -4.4% -4.8% 7.4% 6.5% -12.3%
2017 10.9% 2.8% 3.3% -0.1% 4.5%
2016 17.3% 1.5% 7.8% 6.7% 0.5%
2015 11.5% 7.7% -1.4% -2.5% 7.6%
2014 4.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2018

Top 10 Holdings

Stock Size
USD Cash 4.84%
Berkshire Hathaway Inc ORD 4.50%
Alphabet Inc ORD 3.97%
EssilorLuxottica SA ORD 3.93%
Nestle SA ORD 3.86%
Dollar General Corp ORD 3.48%
Bank of New York Mellon Corp ORD 3.45%
Sherwin-Williams Co ORD 3.40%
Fresenius Medical Care AG & Co KGaA ORD 3.32%
Deutsche Telekom AG ORD 3.26%
30/11/2018

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date01/07/2014
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN IE00BNN7Z693

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

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