Stenham Equity UCITS Class A1 USD

Performance History31/03/2019
Growth of 1,000 (EUR)
Stenham Equity UCITS Class A1 USD
Fund-6.810.1-10.215.0
+/-Cat-0.11.9-2.51.8
+/-Idx--4.02.6-6.10.5
 
Key Stats
NAV
10/04/2019
 USD 127.49
Day Change 0.78%
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)10/04/2019
YTD17.91
3 Years Annualised11.36
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 World 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