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St James's Place Worldwide Opportunities

Ranked 424 out of 616 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Kenneth A Broekaert

Kenneth A Broekaert joined Burgundy AM in April 2003 as an investment analyst focusing on Europe. In 2006 he became vice president of the firm and portfolio manager, and was appointed senior vice president of the firm in 2010. Prior to joining Burgundy he worked for The Boston Consulting Group. Ken graduated from the Richard Ivey School of Business and finished his MBA in 2003 where he earned a place on the Dean’s Honours List. Ken is CFA charterholder and member of the CFA Institute.

Chad Clark

George Loening

Objective

The investment objective is to provide capital appreciation through investment in a portfolio of quoted securities on a worldwide basis. The fund will be invested primarily in global equities but may also invest in cash-based investments.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/06/2016 - 30/06/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 2.2%
2016 23.2% 4.6% 6.2% 7.7% 3.1%
2015 4.2% 7.4% -6.0% -4.6% 8.2%
2014 9.5% -0.1% 1.0% 0.3% 8.2%
2013 25.8% 17.4% 1.9% 0.5% 4.7%
2012 13.1% 9.6% -3.5% 5.1% 1.8%
2011 -10.2% 2.2% -0.5% -16.1% 5.4%
2010 23.1% 12.6% -8.4% 6.6% 12.0%
2009 25.8% -10.9% 12.6% 25.8% -0.3%
2008 -27.0% -4.5% -11.1% -6.9% -7.6%
2007 -0.9% -4.6% -5.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/01/2007
  • Share Class size1,173Mn
  • Base currencyGBP
  • ISIN GB00B1KHLW60

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment50

Charges

  • Annual management1.84%
  • Initial investment5

Related News

SJP drops Hugh Young for Martin Lau in major overhaul

The firm has also replaced Jonathan Asante on two key mandates in a major overhaul of its fund range.

Asante to remain on SJP funds 'beyond 2016'

St James's Place has confirmed its relationship with Jonathan Asante will remain in place for some time following news he was standing down from his giant First State funds.

SJP soft-closes Asante and Wood funds

St James’s Place has shut its portfolios run by First State’s Jonathan Asante and JO Hambro’s John Wood to new money.

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