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Winton Global Equity Z USD Acc

Ranked 527 out of 694 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

David Harding

David Harding is a director of Winton Capital Management and is the Chief Executive Officer of Winton Capital Group. He co-founded Winton Capital Management in 1997. David graduated from Cambridge University in 1982 with a First Class Honours degree in Natural Sciences specializing in Theoretical Physics. He then embarked on a career in the analysis of futures and trading markets, which led him to co-found Adam, Harding and Lueck Ltd (“AHL”) in 1987 with Martin Lueck and Michael Adam. AHL rapidly became one of the leading CTAs in the UK and was acquired by Man Group plc in 1994.

Objective

The investment objective of the Fund is to seek to achieve long term investment growth through gaining direct and indirect exposure to global equities including through Financial Derivative Instruments with a view to annually outperform the MSCI World Net Total Return Index (USD). The Fund invests in approximately 200-400 global equities and CFDs. The Fund is diversified and therefore does not concentrate on any specific industrial sectors but rather pursues a policy of active security selection in the markets in which it operates.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.0%
2017 9.6% 5.2% -1.1% 1.2% 4.2%
2016 25.7% 2.5% 3.2% 11.3% 6.8%
2015 0.7% 7.7% -5.9% -6.2% 5.9%
2014 13.9% 1.2% 2.1% 3.1% 6.9%
2013 27.4% 17.0% 1.6% 1.3% 5.8%
2012 9.8% 7.2% -5.1% 5.2% 2.6%
2011 -4.7% 1.9% 1.1% -11.1% 4.0%
2010 18.3% 11.1% -9.0% 7.6% 8.8%
2009 21.1% -9.5% 6.1% 20.4% 4.7%
2008 3.1% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia
  2. Canada
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date01/12/2010
  • Share Class size283Mn
  • Base currencyUSD
  • ISIN IE00B4PCFY71

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

Related News

Winton expands long-only range with double launch

The two funds will be complimentary strategies to the existing global equity offering.

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