AVI Global Trust
Management group
Asset Value Investors
Category
Global Equity
Related benchmark used
MSCI World
One-year total return outperformance (actual return)
29 (51.6)
Five-year total return outperformance (actual return)
42.5 (131.9)
Assets/Market capitalisation
£900m
Name of manager(s)/management team(s)
Joe Bauernfreund
Start date of longest serving manager(s)/management team(s)
Oct-15
Invesco Global Consumer Trends
Management group
Invesco
Category
Global Equity
Related benchmark used
MSCI World Small Cap
One-year total return outperformance (actual return)
25.6 (48.2)
Five-year total return outperformance (actual return)
92.4 (189.8)
Assets/Market capitalisation
£4904m
Name of manager(s)/management team(s)
Juan Hartsfield, Ido Cohen
Start date of longest serving manager(s)/management team(s)
Jan-09
Nomura American Century Concentrated Global Growth Equity
Management group
Nomura AM
Category
Global Equity
Related benchmark used
MSCI World
One-year total return outperformance (actual return)
4.3 (26.9)
Five-year total return outperformance (actual return)
65.1 (162.7)
Assets/Market capitalisation
£131m
Name of manager(s)/management team(s)
Keith Creveling, Brent Puff, Ted Harlan
Start date of longest serving manager(s)/management team(s)
Nov-11
Schroder ISF Global Equity Alpha
Management group
Schroders
Category
Global Equity
Related benchmark used
MSCI World
One-year total return outperformance (actual return)
6.8 (29.4)
Five-year total return outperformance (actual return)
14.9 (112.3)
Assets/Market capitalisation
£1736m
Name of manager(s)/management team(s)
Alex Tedder, Frank Thormann
Start date of longest serving manager(s)/management team(s)
Oct-14
Scottish Mortgage IT
Management group
Baillie Gifford
Category
Global Equity
Related benchmark used
MSCI World
One-year total return outperformance (actual return)
39.2 (61.8)
Five-year total return outperformance (actual return)
273.3 (370.7)
Assets/Market capitalisation
£17317m
Name of manager(s)/management team(s)
James Anderson, Tom Slater, Lawrence Burns
Start date of longest serving manager(s)/management team(s)
Apr-00