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Winton Global Equity (Class Z)

Ranked 44 out of 295 in - Global Equities over 12 months
All calculations are in EUR

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.

Performance

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

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 8.3% 1.9% 5.4% 0.9%
2013 24.2% 12.2% 0.2% 3.9% 6.3%
2012 13.1% 7.4% -2.2% 6.9% 0.8%
2011 -2.3% -1.4% -0.9% -6.8% 7.2%
2010 22.7% 10.7% -0.8% 1.7% 10.0%
2009 31.8% -5.5% 15.4% 12.2% 7.7%
2008 -15.1% 3.6% -18.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Related News

Winton expands long-only range with double launch

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

Winton hires Brevan Howard and Credit Suisse veteran

Hedge fund star Stephen Stonberg has joined Winton Capital Management, Wealth Manager can reveal.

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