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TM Stonehage Fleming Global Balanced Portfolio Class A - Income (GBP)

Sell:131.10p Buy:131.10p Change: No change
Prices as at 14 January 2021
Sell:131.10p
Buy:131.10p
Change: No change
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 January 2021
Sell:131.10p
Buy:131.10p
Change: No change
Prices as at 14 January 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

14/01/16 to 14/01/17 14/01/17 to 14/01/18 14/01/18 to 14/01/19 14/01/19 to 14/01/20 14/01/20 to 14/01/21
Annual return 11.46% 9.49% -5.52% 13.30% 3.91%

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: Peter McLean
Manager start date: 1 January 2017
Manager located in: London

Peter is a Director of Stonehage Fleming Investment Management and a member of the Investment Committee, with responsibility for the construction and management of our multi-asset solutions. He joined the Stonehage Fleming group in 2011 working initially as a multi-asset investment specialist in our Wealth Planning division, before transferring to the Investment Management business in 2014. His main focus is on global economic and market dynamics and their implications for our deployment of client capital across portfolios. Peter began his career at Hargreaves Lansdown in 2005 after graduating in International Business Economics from the University of the West of England. He also holds a Diploma in Financial Planning, has completed the Investment Management Certificate and is a CFA Charterholder.

manager photo
Manager Name: Graham Wainer
Manager start date: 1 January 2017
Manager located in: London

Graham is CEO and Head of Investments at Stonehage Fleming Investment Management in London. He is also Chairman of the CIO Group. Prior to joining to Group, Graham was GAM's Group Head of Investments - Multi Asset Class Solutions and Chairman of GAM's Investment Advisory Board where he had overall responsibility for the firm's discretionary mandates and related co-mingled funds. Graham holds Bachelor of Commerce (Hons) and Master of Commerce degrees from the University of Cape Town.

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