Stenham Equity UCITS Class A1 USD

Performance History30/06/2019
Growth of 1,000 (EUR)
Stenham Equity UCITS Class A1 USD
Fund-6.810.1-10.216.2
+/-Cat-0.11.9-2.50.7
+/-Idx--4.31.3-5.4-0.4
 
Key Stats
NAV
03/07/2019
 USD 130.98
Day Change 3.10%
Morningstar Category™ Global Large-Cap Blend Equity
ISIN IE00BYNZ0L02
Fund Size (Mil)
09/08/2017
 USD 198.87
Share Class Size (Mil)
09/08/2017
 USD 115.12
Max Initial Charge -
Ongoing Charge
-
  -%
Investment Objective: Stenham Equity UCITS Class A1 USD
The Fund invests in global securities issued by a range of high quality companies which would include but is not limited to companies that have some or all of the following characteristics: (i) high quality management that focuses on shareholder value and corporate governance; (ii) a global presence, (iii) strong balance sheet with low levels of debt and high proportion of shareholder equity; (iv) a track record of generating high quality earnings and payment of dividends or engaging in share buy-backs.
Returns
Trailing Returns (EUR)03/07/2019
YTD20.81
3 Years Annualised11.25
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Kevin Arenson
17/04/2013
Inception Date
02/12/2015
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Benchmarks
Fund BenchmarkMorningstar Benchmark
MSCI World NR USDMSCI ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthNot Specific
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Stenham Equity UCITS Class A1 USD-
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
No Data Available
Stenham Equity UCITS Class A1 USD
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)