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LF Majedie Global Equity Class X - Accumulation (GBP)

Sell:249.22p Buy:249.22p Change: 1.11p (0.45%)
Prices as at 14 May 2021
Sell:249.22p
Buy:249.22p
Change: 1.11p (0.45%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 14 May 2021
Sell:249.22p
Buy:249.22p
Change: 1.11p (0.45%)
Prices as at 14 May 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

13/05/16 to 13/05/17 13/05/17 to 13/05/18 13/05/18 to 13/05/19 13/05/19 to 13/05/20 13/05/20 to 13/05/21
Annual return 32.72% 9.85% 6.12% 8.55% 30.46%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Tom Record
Manager start date: 30 June 2014
Manager located in: London

Tom Record is a fund manager and analyst with 16 years' investment experience in international equity markets. Tom is responsible for co-managing both the Global Equity and Global Focus funds. Before joining Majedie in 2014, Tom had been an Investment Manager at Baillie Gifford, where his team was responsible for managing institutional portfolios with combined international equity assets of $30bn. While at Baillie Gifford, he also managed a range of Global Emerging Market funds. Tom holds Master of Arts and Master of Natural Sciences degrees, specialising in Biochemistry, from Pembroke College, Cambridge. He is a CFA charter holder.

Manager Name: Tom Morris
Manager start date: 30 June 2014
Manager located in: London

Tom Morris is a fund manager and analyst with 9 years' investment experience in UK and international equity markets. Tom is responsible for co-managing both the Global Equity and Global Focus funds and also the Tortoise Fund. Tom holds a Master of Sciences degree in Natural Sciences, specialising in Physics, from St Catharine's College, Cambridge. He is a CFA charter holder.

Manager Name: Adrian Brass
Manager start date: 30 June 2014
Manager located in: London

Adrian Brass is a fund manager and analyst with 23 years' investment experience in international equity markets. Adrian is responsible for lead managing the US Equity Fund and co-managing both the Global Equity and the Global Focus funds. Before joining Majedie in 2014, Adrian was a Fund Manager at Fidelity, where he managed US equity funds including the America Fund for six years, growing total assets to over $8bn. Previously he managed a global consumer sector fund from 2006. Prior to that he managed various global equity funds at Investec Asset Management, a firm he joined in 2000 from Schroders, where he was a UK and then pan-European analyst. Adrian joined Schroders in 1995. He holds a Bachelor of Sciences degree in Economics & Politics from the University of Bristol and is a CFA charter holder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account