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Mirabaud - Equities Global Focus I Cap USD

Ranked 3 out of 362 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Anu Narula

Anu Narula is a Lead Portfolio Manager & Analyst in the Global Equity research and portfolio management team within Mirabaud Asset Management, manages the funds Mirabaud - Equities Global and Mirabaud - Equities US, co-manages the Mirabaud - Global Equity High Income fund and has experience in the portfolio management industry since 2001. Prior to joining Mirabaud Asset Management in 2013, Mr Narula worked at AXA Framlington where he was lead-manager of the Global Equity High Income fund and co-manager of the Global Opportunities fund, and prior to that was the portfolio manager of the global equity part of the global macro hedge fund Cadwyn Global since 2005. He started his career at Morley Fund Management in the Global Equity team. Mr Narula holds a Bachelor's degree in Economics from the London School of Economics, holds an MBA from the London Business School and is a CFA Charterholder.

Objective

The Sub-Fund will invest, directly or indirectly (for example through derivatives, structured products or investment funds), into equities and equity-type transferable securities (such as ADRs and GDRs) of issuers worldwide including real estate investment trusts.

Showing fund performance in Netherlands View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 3.3% 6.9% 7.1%
2017 12.1% 5.2% -1.7% 4.0% 4.3%
2016 -3.3% -10.5% 2.9% 1.6% 3.4%
2015 -5.9% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Portugal
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date13/04/2015
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN LU1203834004

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

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