>Home>Capabilities>Equities>Global equities>Strategy overview  

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

 
 

THE INFORMATION CONTAINED ON THIS WEBSITE IS INTENDED FOR INVESTMENT PROFESSIONALS IN THE UK ONLY

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

This material is not intended as an offer to sell or a solicitation of an offer to buy any security, and it is not provided as sales or advertising communication and does not constitute investment advice.

Products and services described herein are provided by Standard Life Investments, its subsidiaries, affiliates or related companies.

The information provided is for informational purposes only and serves to provide general information to clients and is not meant to be legal or tax advice for any particular investor, which can only be provided by qualified tax and legal counsel.

An investment in any strategy is speculative and involves certain risks. Prospective investors should ensure that they: (1) understand the nature of the investment and the extent of their exposure to risk; (2) have sufficient knowledge, experience and access to professional advisors to make their own legal, tax, accounting, and financial evaluation of the merits and risks of participating in an investment in the strategy; and (3) consider the suitability of investing in light of their own circumstances and financial condition. The strategy’s investment program is not suitable as the sole investment vehicle for an investor and should be part of an overall investment strategy. Investors should only invest if total off of the investment may be sustained.

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.

The above factors do not claim to be a complete list or explanation of the risks involved in an investment. Investors should read the confidential offering document and consult with his/her own advisors before deciding to subscribe or invest. In addition, as the investment markets and strategy develop and change over time, an investment may be subject to additional and different risk factors. No assurance can be made that profits will be achieved or that substantial losses will not be incurred.

Standard Life Investments Limited is registered in Scotland (SC123321) at 1 George Street, Edinburgh EH2 2LL.
Standard Life Investments Limited is authorised and regulated by the Financial Conduct Authority.
Calls may be monitored and/or recorded to protect both you and us and help with our training.
www.standardlifeinvestments.com © 2013 Standard Life, images reproduced under licence