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ARGA Global Equity GBP

Ranked 1358 out of 3341 in - Global over 12 months
All calculations are in USD unless stated

Objective

ARGA’s objective is to generate superior long-term returns by investing in equity securities in global markets that trade at a discount to intrinsic value. ARGA invests in undervalued businesses using a disciplined approach based on fundamental research and present value. We believe investor sentiment and management behavior create recurring investment opportunities. Such actions or events are frequently transitory in nature but can have a disproportionately adverse impact on a company’s valuation. As companies overcome these temporary setbacks, valuations recover.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 30/09/2017 - 30/09/2018
  • Rank 1358/3341 Total Return
  • Rank 2182/3341 Standard Deviation
  • Rank 1187/3341 Max Drawdown
Fund Name Currency Return
1356 Schroder Global Value (Hedged)

Currency exposure is hedged

Currency exposure is hedged

AUD

7.4%

1356 IFP Global Franchise USD

7.4%

1358 JSS Thematic Equity - Global P EUR dis USD

7.4%

1358 MFS Investment Funds-Glo Eq Euro Hedged Q1 EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

7.4%

1358 ARGA Global Equity GBP USD

7.4%

1358 Coeli SICAV I - Global Select R SEK USD

7.4%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.3% -1.0% 2.4%
2017 18.3% 5.3% 0.7% 6.8% 4.5%
2016 18.1% 2.0% -0.9% 10.1% 6.3%
2015 -16.0% 2.9% -1.0% -17.2% -0.4%
2014 -6.8% -0.4% 4.6% -4.3% -6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland

Fund Info

  • Launch date30/12/2013
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN IE00BH0WN163

Purchase Info

  • Min. initial investment750,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.75%

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