Winton Global Equity Z USD Acc

Ranked 273 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

David Harding

David Harding is a director of Winton Capital Management and is the Chief Executive Officer of Winton Capital Group. He co-founded Winton Capital Management in 1997. David graduated from Cambridge University in 1982 with a First Class Honours degree in Natural Sciences specializing in Theoretical Physics. He then embarked on a career in the analysis of futures and trading markets, which led him to co-found Adam, Harding and Lueck Ltd (“AHL”) in 1987 with Martin Lueck and Michael Adam. AHL rapidly became one of the leading CTAs in the UK and was acquired by Man Group plc in 1994.

Objective

The investment objective of the Fund is to seek to achieve long term investment growth through gaining direct and indirect exposure to global equities including through Financial Derivative Instruments with a view to annually outperform the MSCI World Net Total Return Index (USD). The Fund invests in approximately 200-400 global equities and CFDs. The Fund is diversified and therefore does not concentrate on any specific industrial sectors but rather pursues a policy of active security selection in the markets in which it operates.

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 9.7%
2018 -4.9% -5.0% 6.7% 5.0% -10.7%
2017 9.6% 5.2% -1.1% 1.2% 4.2%
2016 25.7% 2.5% 3.2% 11.3% 6.8%
2015 0.7% 7.7% -5.9% -6.2% 5.9%
2014 13.9% 1.2% 2.1% 3.1% 6.9%
2013 27.4% 17.0% 1.6% 1.3% 5.8%
2012 9.8% 7.2% -5.1% 5.2% 2.6%
2011 -4.7% 1.9% 1.1% -11.1% 4.0%
2010 18.3% 11.1% -9.0% 7.6% 8.8%
2009 21.1% -9.5% 6.1% 20.4% 4.7%
2008 3.1% 0.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Apple Inc ORD 0.68%
Amazon.com Inc ORD 0.47%
Microsoft Corp ORD 0.40%
Alphabet Inc ORD 0.37%
Visa Inc ORD 0.34%
Exxon Mobil Corp ORD 0.32%
Intel Corp ORD 0.31%
Boeing Co ORD 0.31%
Nextera Energy Inc ORD 0.27%
Berkshire Hathaway Inc ORD 0.27%
28/02/2019

Registered For Sale In

  1. Australia
  2. Canada
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date01/12/2010
  • Share Class size68Mn
  • Base currencyUSD
  • ISIN IE00B4PCFY71

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

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