WCM Global Equity CED EUR Dis

Ranked 16 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Sanjay Ayer

Sanjay Ayer joined WCM in 2007. His primary responsibilities are portfolio management and equity research for global, fundamental growth strategies. Since he began his investment career in 2002, his experience includes a position as an equity analyst at Morningstar in Chicago, where he covered the gaming, cruise and online travel industries and a position at J & W Seligman in New York as a performance analyst. He graduated from Johns Hopkins University with a BA in economics and BS in applied mathematics. He is also a CFA charterholder.

Objective

The investment objective of the Fund is to achieve long-term capital growth by investing primarily in equity securities of large cap global companies located worldwide, including in emerging markets, which are listed or traded on Recognised Markets. Large cap global companies are generally considered to be companies that have a market capitalisation in excess of $5 billion. The Fund is a global fund insofar as its investments are not confined to any particular geographic region or market and the Fund may invest in excess of 30% of its Net Asset Value in securities of issuers from emerging markets.

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 14.7%
2018 2.0% -3.4% 9.8% 7.2% -10.3%
2017 3.8% 1.1% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date18/01/2017
  • Share Class size43Mn
  • Base currencyEUR
  • ISIN IE00BZ7PBK94

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.90%

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