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Harding Loevner Global Equity A Inst EUR

Ranked 58 out of 580 in - Global over 12 months
All calculations are in CHF unless stated

Managed by

Peter Baughan

Peter Baughan has been a portfolio manager and analyst at Harding Loevner LP based in Bridgewater, USA since 1997. He manages the Global Equity Portfolio and Global Equity funds using a quality growth investment style. A CFA Charterholder, Peter graduated from the University of North Carolina with a BA in Political Science.

Ferrill Roll

Ferrill Roll has worked at Harding Loevner LP since 1996 and manages global and international equity portfolios using a quality growth investment style. Ferrill is a member of the Institute of Chartered Financial Advisers and graduated from Stanford University with a BA in economics.

Objective

To provide long-term capital growth by investing in a variety of global equities. The Fund will aim to outperform the MSCI All Country World Index. The Fund will invest in stocks and equity related securities of issuers based both inside and outside the United States, as well as in emerging and frontier markets (subject to a maximum investment of 25% of the Fund's assets). The Fund will also invest (up to 10% of its assets) in open-ended collective investment schemes which shall be mainly in the form of exchange traded funds and shall be listed and traded in the US and Europe.

Showing fund performance in Switzerland View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.2% 5.2% 1.3%
2017 26.6% 7.9% 2.4% 6.4% 7.6%
2016 7.8% -4.2% 3.1% 5.7% 3.2%
2015 2.5% 0.6% -3.1% -4.3% 9.8%
2014 18.1% -0.5% 5.7% 6.8% 5.1%
2013 17.1% 8.7% -1.4% 3.4% 5.6%
2012 14.0% 11.2% -0.7% 5.2% -1.8%
2011 -7.8% -0.4% -6.5% -8.9% 8.7%
2010 3.9% 5.9% -8.1% 1.7% 4.9%
2009 41.0% 3.6% 15.6% 12.0% 5.1%
2008 -44.1% -18.5% -0.9% -6.8% -25.8%
2007 0.4% -3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland

Fund Info

  • Launch date21/06/2007
  • Share Class size67Mn
  • Base currencyUSD
  • ISIN IE00B1WL5K25

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

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