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JHWI Global Disciplined Value Ex US A Acc USD

Ranked 1445 out of 3010 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Joseph F. Feeney Jr

Christopher Hart

Christopher Hart was born in Miami, Florida during the late sixties and attended Clemson University in South Carolina where he graduated with a degree in corporate finance. He started his career in 1991 as an analyst at Fidelity. After an 11 year stint he moved to Boston Partners Asset Management, which was acquired by Robeco in 2002. Outside of managing funds Christopher lists his hobbies as skiing, fishing and playing golf.

Joshua Jones

Objective

The fund seeks to provide long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets in a diversified portfolio of equity and equity-related securities issued by non-U.S. companies of any capitalization size. The fund generally invests in the equity securities of issuers believed by the manager to be undervalued in the marketplace, focusing on issuers that combine attractive valuations with catalysts for change.

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

Performance

Global over : 31/03/2017 - 31/03/2018
  • Rank 1445/3010 Total Return
  • Rank 2044/3010 Standard Deviation
  • Rank 1647/3010 Max Drawdown
Fund Name Currency Return
1445 MAJ Invest Global Value Equities A Cap USD

13.8%

1445 Zurich Passive Global Equity ZP USD

13.8%

1445 Renaissance Global Equity Private Pl Prem Cl USD

13.8%

1445 JHWI Global Disciplined Value Ex US A Acc USD USD

13.8%

1445 OTC-X Fund USD

13.8%

1445 Portland Global Banks Series A

Currency exposure is hedged

Currency exposure is hedged

CAD

13.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6%
2017 23.7% 5.9% 6.1% 5.8% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland

Fund Info

  • Launch date08/12/2016
  • Share Class size06Mn
  • Base currencyUSD
  • ISIN IE00BD6G5636

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

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