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River and Mercantile Global Opportunities

Ranked 270 out of 309 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Alex Stanic

Alex Stanic graduated from Edinburgh University in 1995 with an MA in Economic & Social Geography. He joined Newton in February 1999 as an international research analyst and fund manager, where he was responsible for a range of retail and segregated global pension funds based on global indices. He joined River and Mercantile in 2009, and currently runs the River and Mercantile Global Equities Fund. Alex has over 14 years of investment experience and began his financial career at Cazenove, where he focused on European and UK small caps.

Objective

The investment objective of the Fund is to achieve capital growth. The Fund will achieve its investment objective through investing in a portfolio that has a balanced risk profile of global equities of established international companies which offer the prospect of long term capital growth.

Performance

Global Equities over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -1.9% -2.4% 0.1% 0.5%
2013 16.7% 14.0% -1.5% -0.1% 4.1%
2012 9.8% 7.7% -5.0% 6.6% 0.8%
2011 -16.1% 0.1% -2.8% -17.6% 4.7%
2010 20.3% 10.6% -9.1% 9.3% 9.5%
2009 7.4% 7.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2009

Top 10 Holdings

Stock Size
Pfizer Inc ORD 3.08
Royal Dutch Shell Plc A ORD 2.59
Bayer AG ORD 2.11
Vivendi SA ORD 1.99
Total SA ORD 1.98
Altria Group Inc ORD 1.98
ROCHE HOLDING G PAR 1.87
Samsung Electronics Co Ltd DR 1.80
Statoil ASA ORD 1.76
Millicom International Cellular SA ORD 1.74
31/10/2009

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/10/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B3S4FZ41

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment50,000

Charges

  • Annual management1.8%
  • Initial investment5.25

Related News

River and Mercantile wins global ex-UK mandate for Alex Stanic

River and Mercantile has launched a new strategy for Alex Stanic, the firm’s head of global equities, at the request of an institutional client.

River and Mercantile plans US push as Sergeant and Stanic funds near £1bn caps

After growing its gross profit by 31% the boutique is planning a push into the US and Australian markets, as well as assessing the capacity of Hugh Sergeant and Alex Stanic's funds.

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