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GUARDCAP GLOBAL EQUITY I GBP

GUARDCAP GLOBAL EQUITY I GBP - Overview

Overview of GUARDCAP GLOBAL EQUITY I GBP Buy in ISA Buy in Investment Account

The fund targets long-term growth by investing in global equities. The managers, Michael Boyd and Giles Warren, have worked together since 1997. While the philosophy, which emphasises quality, growth and value, has remained constant, the investment process has been intentionally honed over many years. Typically the fund will invest in high quality companies that are resilient to economic environment but grow quicker than the market.

  • Standard Initial Charge
  • Initial charge via Bestinvest 0.00%

Fund summary

Sector
Structure OFFSHORE FUND
Launched July, 2015
Size £563m
Yield 0.0%
Charging basis
Dividends paid

Charges

Standard initial charge
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Ongoing charges figure 1.00%

Risks

Before investing make sure you have understood the risks relevant to the fund by reviewing our Risk Warnings section. Further information on the risks are contained in the fund's Key Information Investor Document, which we make available to you before you make a decision to invest, alternatively it is available on request.

Bestinvest view

Michael Boyd began managing the strategy at Seilern Asset Management in 1996 and was joined by Giles Warren in 1997 who eventually became co-manager in 2010. In 2014 the pair left to start a new, but the same philosophy and process, at GuardCap. Historically this approach has beaten the market over time, whilst also providing low volatility returns and a degree of protection in falling markets.

Portfolio

Allocation Proportion(%)
Equity 100
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 0
Allocation Proportion(%)
UK 6
Europe 17
North America 69
Japan 5
Pacific 0
Emerging Markets 3
Allocation Proportion(%)
Large Caps 90
Mid Caps 10
Small Caps 0
View all performance data for this fund

Investment process

Ideas are sourced through quantitative screening and DORA days (days out researching anything) where the team research longer-term structural trends. New ideas are then subjected to a series of tests to determine whether the company satisfies the 11 Confidence Criteria, 5 related to growth, 5 to quality and finally 1 to valuation. It typically takes 12 to 15 months to take a stock through the entire process with successful stocks added to the high confidence pool of which 20-25 are selected to form the portfolio. Much of the team’s time is devoted to monitoring the High Confidence Pool with each stock constantly re-evaluated by every team member. The fund has no constraints with regard to Country and Sector weights with the managers managing risk by diversifying across revenue streams and business drivers.

Live feed

Bid price(inc) 1,109.00p
Accum units 2,115.30p
Fund commentary
Fund data updated on 22/07/19

Asset allocation

Allocation Proportion(%)
Equity 100
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 0

Equity Geographic

Allocation Proportion(%)
UK 6
Europe 17
North America 69
Japan 5
Pacific 0
Emerging Markets 3

Equity Capitalisation

Allocation Propor
tion(%)
Large Caps 90
Mid Caps 10
Small Caps 0

Top 10 holdings

No information available.

Sector breakdown

Portfolio details

No information available.

Constraints

No information available.

Average monthly relative returns Bestinvest MRI
14/15 15/16 16/17 17/18 18/19   3 years 5 years Career 3 years 5 years Career
 
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Michael Boyd / Giles Warren

Manager. Michael Boyd joined GuardCap in 2014. Boyd has been managing fundamental equity funds for over 25 years. Prior to joining Guardian, Boyd was at Seilern Investment Management Ltd as global equity fund manager, Managing Director and shareholder. Boyd received an honours degree in economics from Heriot-Watt University, Edinburgh and qualified as an Associate of the Institute of Bankers in Scotland. Giles Warren joined GuardCap in 2014. Warren began at Seilern Investment Management Ltd. Warren graduated from Edinburgh University with an honours degree in politics and economic history.

Track record

The track record of Michael Boyd / Giles Warren in managing mutual funds in this sector is still too short for us to draw any meaningful conclusions and so our assessment is based largely on qualitative aspects.

Periods of worst performance
Absolute
Relative

Other funds managed

  Start Date
GUARDCAP GLOBAL EQUITY I GBP

Sector record since




About the MRI

Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.

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