Global Funds

Artemis Global Growth

Managed by Peter Saacke, the Artemis Global Growth, is a go-anywhere, unconstrained global equity fund.  Saacke uses Artemis’ SmartGARP screening to identify stocks that are miss-priced; the quantitative SmartGARP is used across all of Artemis’ funds, but works particularly well for the global sector, where the sheer number of stocks requires a disciplined approach.  Saacke, however, also employs his own stock selection skills on top of the quant process when building his portfolio.

 

Fund Manager		Peter Saacke
IMA Sector		IMA Global Growth
Fund Size (£ million)	£330m	Initial Charge	5.25%
Launch Date	29/06/1990	Charge via Chartwell	0.24%
Yield	0.40%	AMC	1.50%

Source Financial Express 01/01/08

Schroder Global Equity Income

This fund is managed by Sonja Schemmann, who’s managed Schroder’s global income funds since 2005 (although the UK domiciled fund was launched in 2007). The Global Equity Income Fund believes in challenging the assumption that is often made, namely, companies either pay high dividends or grow their business, not both.  Schroders and Schemmann believe differently.  The fund adopts an investment process whereby the investable universe is narrowed down to around 80 ‘best ideas’ stocks, which form the portfolio. 

 

Fund Manager		Sonja Schemmann
IMA Sector		IMA Global Growth
Fund Size (£ million)	£28m	Initial Charge	5.25%
Launch Date	18/05/2007	Charge via Chartwell	0.25%
Yield	4.48%	AMC	1.50%

Source Financial Express 01/01/08

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Disclaimer
The funds covered represent only a very small proportion of the funds that you could potentially invest into. You should consider all of your investment options before making any decision to invest.