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Merian North American Equity Inclusive - Class A - Accumulation (GBP)

Sell:1,323.00p Buy:1,323.00p Change: 5.00p (0.38%)
Prices as at 24 January 2020
Sell:1,323.00p
Buy:1,323.00p
Change: 5.00p (0.38%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 24 January 2020
Sell:1,323.00p
Buy:1,323.00p
Change: 5.00p (0.38%)
Prices as at 24 January 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market. But share prices of well-known companies react quickly to new information. We think this makes it difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. The US economy is in reasonable health and its stock market has performed well since the 2008 financial crisis. We think the prospects of most US companies are now reflected in their share prices and there's little value available for investors. That said, some commentators think the region's world-class technology companies have the potential to increase profits which could justify share prices climbing higher. For broad exposure to the US stock market, we think a low-cost tracker fund could be considered. We think active fund managers have more potential to deliver strong performance by investing in higher-risk small and medium-sized US companies.

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

24/01/15 to 24/01/16 24/01/16 to 24/01/17 24/01/17 to 24/01/18 24/01/18 to 24/01/19 24/01/19 to 24/01/20
Annual return -4.44% 45.64% 14.07% -1.88% 19.62%

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.

Fund Management Group Comment

Merian Global Investors was created in 2018 when the team at Old Mutual Global Investors broke away from the wider Old Mutual business. The company offers funds investing across the globe - from the UK and Europe to Asia and the US. None of the managers are constrained by a 'house view'. Instead they're given the flexibility to invest their funds wherever they find the best opportunities.

Information about the fund

Fund manager biography

manager photo
Manager Name: Mike Servent
Manager start date: 1 December 2004
Manager located in: London

Mike joined the company in 2004 and co-manages a range of funds within the global equity team. He joined from Barra International where he was a senior consultant specialising in the implementation of multi asset-class risk systems. Prior to this he spent five years with COR Risk Solutions, which developed the optimisation, back-testing and modelling software currently used by the global equity team at Merian Global Investors. Mike has an MA in physics from the University of Oxford.

manager photo
Manager Name: Amadeo Alentorn
Manager start date: 1 December 2004
Manager located in: London

Amadeo Alentorn joined MGIS in January 2005 as an intern, while studying a PhD in Computational Finance at the University of Essex, before becoming a full-time quantitative analyst in July 2006. During his PhD, he developed a new option pricing model using extreme value theory and collaborated with the Bank of England (2004-2005) in several research projects, developing models for systemic risk of banking networks and liquidity of payment systems. Prior to this he worked as a software developer in the IT industry (2001-2004) and in the manufacturing industry (1998-1999). Amadeo holds a BEng in Robotics from the University of Plymouth (2000) and an MSc in Computer Science from the University of Essex (2001).

manager photo
Manager Name: Ian Heslop
Manager start date: 1 December 2004
Manager located in: London

Ian Heslop joined the Quantitative Strategies team in June 2004 from OMAM's Global Equities team, where he was a fund manager specialising in the global technology and biotechnology sectors. He joined the Merian group from Barclays Global Investors, where he was a UK quantitative fund manager (1997-2000). Ian has a BA in Chemistry from Oxford University (1993) and a PhD in Medicinal Chemistry from Edinburgh University (1997).

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 an ISA, Lifetime ISA, SIPP or Fund & Share Account