UNI-Global Equities Compass World RA USD Cap

Ranked 484 out of 816 in - Global over 3 months
All calculations are in GBP unless stated

Managed by

Alexei Jourovski

Alexei Jourovski is a portfolio manager and head of equity at Unigestion based in Geneva. He joined the firm in 2001 and currently deals in equities, using a risk managed investment style. Alexei graduated from the University of Geneva with a BA in Economics.

Xavier Marconnet

Objective

The sub-fund enables investors to access world developed equity markets based on stock qualitative criteria such as Value, Momentum, Size and Quality. The objective of the sub-fund is to develop a portfolio which offers the best ratio between the estimated risk and expected profitability. The sub-fund is invested according to an active approach which involves selecting the portfolio with the optimum estimated risk for the universe in question.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.4%
2018 3.6% -11.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date13/06/2018
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1273481116

Purchase Info

  • Min. initial investment250,000

Charges

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