Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Man GLG European Alpha Income Prof GBP C Acc

Ranked 24 out of 29 in - Europe Income over 12 months
All calculations are in GBP unless stated

Managed by

Filipe Bergaña

Filipe Bergaña joined GLG in 2017 from W4i, an European long-only boutique that he cofounded. Before that, he spent three years with Och-Ziff and, prior to this he spent four years with Fidelity International where he worked alongside Firmino Morgado. Before joining Fidelity, Bergaña held roles within BlackRock’s European equity team in London and at Merrill Lynch Investment Managers in Madrid. Bergaña is an experienced investor with a career in fund management that spans over 15 years. He is a CFA charterholder and holds a BSc in economics from Nova School of Business and Economics in Lisbon.

Firmino Morgado

Firmino Morgado joined Man GLG in 2017 from W4i, an European long-only boutique that he co-founded. Prior to that, he spent 12 years with Fidelity International, where he managed European and Iberian equity strategies. Before Fidelity, Morgado spent time at Capital Group in Los Angeles and Geneva, and prior to that held roles at Goldman Sachs’ Whitewall Fund and F-Turismo Venture Capital. Morgado is a highly experienced investor with a career in fund management that spans over 25 years. He holds an MBA from Insead and Msc in finance and real estate from NYU and a BSc from UCP in Lisbon.

Objective

The objective of the Fund is to seek to achieve, from an actively managed portfolio, a return of between 7% to 9% (gross of fees) per annum when considered over a 5 to 7 year period, from a mix of dividend income and capital growth. There is no guarantee that this target will be achieved. The Fund seeks to achieve its objective by investing primarily in equity or equity-linked securities of companies which are domiciled, listed or conduct a significant portion of their business in continental Europe; with a focus on those expected to provide strong income yield.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.5%
2018 -11.7% -2.4% -0.7% 2.6% -11.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/12/2017
  • Share Class size22Mn
  • Base currencyGBP
  • ISIN GB00BD9G3K01

Purchase Info

  • Min. initial investment500,000

Charges

  • Annual management0.75%
  • 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).