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Strategy overview

Global Equity Fund

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 at a glance

FundGlobal Equity
BenchmarkMSCI World Index
Performance targetTarget of +3%
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

 

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 at a glance

FundGlobal Equity Unconstrained
BenchmarkMeasured against MSCI World Index but not constrained by it
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

 

Capabilities

 
 

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

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Equity securities are generally subject to varying degrees of market factors, including but not limited to, market sector, market liquidity, issuer and investment style risks.

Due to among other things, the volatile nature of the markets and the investment strategies discussed herein, they may only be suitable for certain investors. No investment strategy or risk management technique can guarantee return or eliminate risk in any market environment.

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