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Strategy overview

Global Equity Unconstrained Fund

The Global Equity Unconstrained Fund invests in a concentrated portfolio of equities and equity-type investments in developed and emerging markets. The Fund uses our proven stock-selection process backed by our extensive global research capability. It seeks to generate long-term growth through capital appreciation, serving as a source of high alpha within a broader investment portfolio.

Global Equity Unconstrained Fund

FundGlobal Equity Unconstrained
BenchmarkMeasured against the IMA Global sector
Fund exposuresUnconstrained by benchmark, single sector < 30%
Investment approachBest ideas, stock-specific investments based on Focus on Change philosophy
Number of stocksTarget 40-50
Fund managerMikhail Zverev

 

Global Equity Income Fund (previously Managed Fund)

The Global Equity Income Fund aims to provide income and some capital growth over the longer term by investing in global equities. The Fund typically holds a concentrated portfolio of stocks and may also hold a proportion in fixed-interest stocks to supplement the income of the Fund. The Fund is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified.

Global Equity Income Fund

FundGlobal Equity Income
BenchmarkMeasured against the IMA Global Equity Income Sector
Fund exposuresStock +/-3%, Sector +/-10%, Country +/-30%
Investment approachSeek non-consensus insights into company prospects, based on Focus on Change philosophy
Number of stocksTarget 50-80
Fund managerKevin Troup

 

Global Equity Fund (SICAV)

The Global Equity Fund invests in a diversified portfolio of equities and equity-type investments in developed and emerging markets. The Fund uses our proven stock-selection process backed by our extensive global research capability. It seeks to generate long-term growth through capital appreciation as part of a well balanced investment strategy. The Fund is jointly managed by Mikhail Zverev and Dominic Byrne. Mikhail is Head of Global Equities and joined Standard Life Investments in 2007, while Dominic has been with the company since 2000.

Global Equity Fund (SICAV)

FundGlobal Equity Fund (SICAV)
BenchmarkMeasured against the MSCI World Index
Fund exposuresStock +/-3%, Sector +/-7%, Country +/-20%
Investment approachStock-specific investments based on Focus on Change philosophy
Number of stocksTarget 90-110
Fund managerMikhail Zverev & Dominic Byrne

 

To find out about our Global Smaller Companies Fund please see the Fund Guide and Reasons to Invest in the related resources section below.

Related resources

 

 

Capabilities

 
 

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Past performance is not a guide to or indicative of future results.

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