Vanguard Global Equity Fund A GBP Acc

Ranked 469 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The Fund employs an active management strategy, and its multi-manager structure uses two independent sub-investment advisers which follow distinct approaches in managing approximately equal portions of the Funds assets.The Fund seeks to achieve its investment objective by investing primarily in equity securities of companies in different economic sectors and industry groups across the spectrum of large, mid and small cap value securities, chosen mainly on the basis of bottom-up (fundamental) stock analysis and research which may be located anywhere in the world. Under normal circumstances, at least 80% of the Funds assets will be invested in equities.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 469/752 Total Return
  • Rank 542/752 Standard Deviation
  • Rank 542/752 Max Drawdown
Fund Name Currency Risk
540 Longview Partners Inv Global Equity Hedged G GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

14.5

540 Majedie Global Equity X Acc USD GBP

14.5

542 Investec Global Equity A Acc GBP GBP

14.5

542 Vanguard Global Equity Fund A GBP Acc GBP

14.5

544 Fundsmith Equity T Acc GBP

14.5

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.3%
2018 -7.7% -3.2% 6.3% 2.9% -12.8%
2017 16.2% 6.3% 3.3% 2.0% 3.8%
2016 11.6% 6.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
EMINI S&P MAR9 2.54%
Naspers Ltd ORD 1.79%
Amazon.com Inc ORD 1.67%
ICICI Bank Ltd DR 1.50%
Alibaba Group Holding Ltd DR 1.34%
Anthem Inc ORD 1.31%
Prudential PLC ORD 1.21%
Sanwa Holdings Corp ORD 1.14%
CRH PLC ORD 1.12%
AIA Group Ltd ORD 1.05%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/05/2016
  • Share Class size35Mn
  • Base currencyGBP
  • ISIN GB00BZ82ZT69

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.00%

Related News

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