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William Blair SICAV Global Leader I Cap

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

Managed by

Andrew Flynn

Andy Flynn is a portfolio manager for the International Small Cap Growth and Global Leaders strategies at William Blair. Since joining William Blair in 2005, Andy has served as a U.S. Industrials and Consumer analyst as well as a non-U.S. Consumer, Healthcare and IT analyst. He was also a portfolio manager for the Global Small Cap Growth Strategy. Before joining the firm, Andy was a senior equity analyst and portfolio manager at Northern Trust, specialising in mid and small capitalization growth companies. Prior to that he worked as a senior equity analyst at Scudder Kemper Investments and began his career at Fidelity Investments as a research assistant. Andy is a member of the CFA Institute and the CFA Society of Chicago and received a B.A. in Economics from the University of Kansas and a M.B.A. with a Finance emphasis from the University of North Carolina at Chapel Hill.

Ken McAtamney

Ken McAtamney was born in the US in 1966. He gained his undergraduate degree in business administration from his home state university of Michigan and his MBA from Indiana University. He began his career with eight years on the institutional equities desk at Goldman Sachs, before joining William Blair in 2005. Ken applies a quality growth investment strategy within his global equity universe, using a proprietary multi-factor valuation model for asset allocation. He avoids derivatives and cash as a tactical element of his portfolio management.

Objective

The William Blair Global Growth Fund invests in quality growth companies of all sizes around the world. It seeks long-term capital appreciation. The Fund will seek securities of companies that historically have had and are expected to maintain superior growth, profitability and quality relative to local markets and relative to companies within the same industry worldwide.

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 0.8%
2017 14.1% 6.2% -1.0% 2.9% 5.4%
2016 3.4% -7.5% 3.8% 4.5% 3.0%
2015 14.1% 18.7% -4.2% -9.0% 10.2%
2014 17.8% 0.1% 4.7% 4.7% 7.3%
2013 15.3% 7.5% -1.5% 3.6% 5.1%
2012 15.1% 12.4% -1.3% 4.3% -0.4%
2011 -0.7% -2.4% 0.4% -9.7% 12.2%
2010 27.4% 9.0% 1.4% 2.9% 12.1%
2009 38.1% -0.8% 18.6% 8.8% 8.0%
2008 -48.6% -17.5% 3.2% -17.7% -26.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date16/10/2007
  • Share Class size10Mn
  • Base currencyUSD
  • ISIN LU0319080601

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.30%
  • Initial investment1.3

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