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Stonehage Fleming Global Equities B Inc

Ranked 3 out of 20 in - Global (High UK) over 36 months
All calculations are in USD unless stated

Managed by

Ahmet Feridun

Graham Wainer

Graham Wainer is CEO and head of investments at Stonehage Fleming Investment Management having joined the group in 2016 from GAM. Prior to joining GAM he worked as executive director at EFG Private Bank between 1991 and 1998. Currently based in London, Graham studied economics at the University of Cape Town.

Objective

The objective of the Fund is to achieve capital growth and an element of income. To achieve the objective, the Funds assets will be invested predominantly in UK and international regulated equity funds. There maybe some use of derivatives for hedging or Efficient Portfolio Management purposes. In seeking to meet the investment objective, a portion of the Funds property maybe invested in units or shares of collective investment schemes managed or operated by the Manager or an associate of the Manager.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global (High UK) over : 31/12/2014 - 31/12/2017
  • Rank 3/20 Total Return
  • Rank 5/20 Standard Deviation
  • Rank 3/20 Max Drawdown
Fund Name Currency Risk
3 Folla USD

10.7

4 Bay USD

11.0

5 Stonehage Fleming Global Equities B Inc USD

11.8

6 Rathbone Quercus Growth USD

11.9

7 Lazard Managed Equity Inst Acc GBP USD

12.1

Fund Name Currency Loss
1 Bay USD

-13.2%

2 Stonehage Fleming Global Equities II B Inc USD

-13.4%

3 Stonehage Fleming Global Equities B Inc USD

-13.6%

4 Folla USD

-14.8%

5 S&W Magnum USD

-15.0%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 22.7% 5.7% 5.1% 4.6% 5.6%
2016 4.1% -1.4% -4.6% 10.5% 0.1%
2015 -2.5% 2.0% 1.8% -8.3% 2.5%
2014 -4.6% -0.5% 3.3% -5.9% -1.4%
2013 26.3% 5.0% 0.2% 13.0% 6.2%
2012 16.2% 11.0% -7.8% 8.4% 4.7%
2011 -12.4% 2.3% -0.9% -15.9% 2.6%
2010 13.6% 1.8% -11.8% 16.8% 8.3%
2009 38.7% -10.7% 27.2% 18.2% 3.4%
2008 -44.6% -9.3% -1.7% -20.3% -22.0%
2007 6.6% 3.2% 5.5% 0.9% -3.1%
2006 22.3% 8.5% -0.8% 3.4% 10.0%
2005 12.1% 0.4% 0.0% 7.6% 3.7%
2004 17.5% 4.9% -0.7% -0.6% 13.4%
2003 35.7% -5.5% 17.5% 6.2% 15.1%
2002 -15.6% -0.2% -5.6% -14.5% 4.8%
2001 -16.3% -12.9% 1.1% -14.1% 10.6%
2000 -13.5% -2.1% -6.6% -1.7% -3.8%
1999 21.9% 2.6% 1.9% -0.5% 17.3%
1998 8.1% 13.9% -2.5% -12.7% 11.6%
1997 8.5% 1.2% 7.1% 2.5% -2.3%
1996 17.3% 5.0% 2.1% 1.4% 7.9%
1995 -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/08/1992
  • Share Class size16Mn
  • Base currencyGBP
  • ISIN GB0003421228

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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