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S&W Aubrey Global Conviction Inclusive - Retail A - Accumulation (GBP)

Sell:332.50p Buy:332.50p Change: 14.90p (4.69%)
Prices as at 13 May 2022
Change: 14.90p (4.69%)
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 13 May 2022
Change: 14.90p (4.69%)
Prices as at 13 May 2022
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

16/05/17 to 16/05/18 16/05/18 to 16/05/19 16/05/19 to 16/05/20 16/05/20 to 16/05/21 16/05/21 to 16/05/22
Annual return 30.71% -0.96% 23.50% 10.97% -21.58%

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 photo
Manager Name: Andrew Dalrymple
Manager start date: 8 January 2007
Manager located in: Edinburgh

Andrew joined Stewart Ivory in 1998 and in 1999 he established the Global Opportunities Fund, now the First State Global Opportunities Fund, which remained his signature fund throughout his tenure at First State Investments. Since inception (July 1999) through July 2006 the fund rose 112% compared to a rise of 4% in the MSCI World Index. The Fund was top quartile over 1, 2,3,4,5 years and since inception. Andrew is also a non-executive director of the Artemis Alpha Trust. A graduate of Cambridge University, Andrew began his career at Cazenove & Co then joined James Capel in 1987 and was transferred to James Capel (Far East) in Hong Kong in 1991. He continued in his role as an Asian specialist working for UBS Warburg from 1992-1998 in Hong Kong. He is Founder, Director and CIO at Aubrey, as well as being Lead Global Investment Manager; he is also on the Board's Investment and Finance & Audit Committees.

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.