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JSS Thematic Equity - Global P EUR dis

Ranked 208 out of 352 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Guy Monson

CIO of Sarasin & Partners LLP since 1997 and a managing partner of Sarasin & Partners since 2004, Guy Monson has played a major role in developing Bank Sarasin’s London based subsidiary, Sarasin Investment Management Ltd (SIML) since 1988. Monson founded and is a senior fund manager on the EquiSar Global Thematic funds and is also a senior fund manager on the GlobalSar family of balanced funds. He also manages a range of institutional global thematic equity and global balanced mandates in various regulatory jurisdictions. He had previously taken responsibility for strategy and multi asset portfolio management for Firm’s high net worth discretionary clients. Educated at Eton College and Oxford University, Monson counts classical music, economic history and country pursuits among his hobbies.

Objective

The Fund seeks to achieve long-term capital appreciation through global equity investments. The investment focus is on equities of companies with a market capitalisation of over EUR 1 billion.

Showing fund performance in Netherlands View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1%
2017 9.8% 6.0% -1.7% 2.3% 3.0%
2016 3.9% -8.4% 1.3% 4.5% 7.2%
2015 5.8% 13.3% -3.3% -9.8% 7.0%
2014 15.2% 0.2% 4.3% 6.3% 3.7%
2013 17.2% 10.3% 0.4% 1.0% 4.8%
2012 11.9% 7.2% 0.0% 4.1% 0.4%
2011 -9.8% -3.8% -2.9% -10.9% 8.5%
2010 21.2% 9.2% -3.5% 2.9% 11.8%
2009 21.3% -7.1% 12.3% 10.0% 5.7%
2008 -35.2% -14.0% 4.2% -8.6% -21.0%
2007 5.4% -0.4% 7.6% -0.8% -0.9%
2006 12.4% 6.0% -5.1% 5.5% 5.9%
2005 32.4% 4.9% 7.0% 11.2% 5.9%
2004 3.7% 7.8% -3.2% -3.7% 3.1%
2003 18.4% -11.3% 16.7% 7.0% 6.9%
2002 -27.5% 2.1% -14.2% -17.3% 0.1%
2001 -24.4% -12.3% 2.5% -21.4% 6.9%
2000 -10.2% 6.1% -4.6% 1.0% -12.1%
1999 59.5% 11.0% 6.7% -0.3% 35.3%
1998 16.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. France
  5. Germany
  6. Gibraltar
  7. Ireland
  8. Italy
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date01/07/1998
  • Share Class size171Mn
  • Base currencyEUR
  • ISIN LU0088812606

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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