Merian Global Equity Fund P GBP Acc

Name
Merian Global Equity Fund P GBP Acc
Manager
Merian Investment Management Limited
Type
Open Ended Investment Company
ISIN
GB00B1XG8F22
Sector
Global
Launched
01/05/2013
OCF
1.25 %
Risk Rating
3
3 Year Sharpe
0.70
3 Year Alpha
-2.31
Yield
0.5 %
Benchmark
MSCI World NR USD
To seek to achieve capital growth by delivering a return, net of fees, greater than that of the MSCI World Index with net dividends reinvested over rolling 3 year periods. The fund primarily invests (at least 70%) in a diversified portfolio of equities in developed markets globally.
Holding %
Microsoft Corp 2.18 %
Apple Inc 2.02 %
Amazon.com Inc 1.72 %
Facebook Inc A 1.39 %
JPMorgan Chase & Co 1.39 %
Procter & Gamble Co 1.19 %
Mastercard Inc A 1.08 %
Roche Holding AG Dividend Right Cert. 1.04 %
Alphabet Inc A 0.97 %
Visa Inc Class A 0.95 %
Region %
United States 62.27 %
Eurozone 10.70 %
Japan 7.88 %
Europe - ex Euro 5.91 %
Sector %
Technology 20.09 %
Financial Services 16.31 %
Healthcare 12.73 %
Industrials 12.30 %
Consumer Cyclical 9.47 %
Consumer Defensive 6.28 %
Basic materials 6.21 %
Energy 5.12 %
Real Estate 5.07 %
Name
Merian Investment Management Limited
Address
EC4P 4GG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Ian Heslop
Joined 12/31/2004

Ian joined Merian in 2000 and is head of global equities. He manages a range of hedge and retail funds and segregated mandates, including market neutral and long only funds. Ian boasts more than 20 years of investment experience and the team has won numerous awards for its funds. Prior to joining the business, Ian was a UK quantitative fund manager at Barclays Global Investors. He holds an MA in chemistry from the University of Oxford and a PhD in medicinal chemistry, University of Edinburgh. He is an associate of the Society of Investment Professionals.

Amadeo Alentorn
Joined 12/31/2004

Amadeo joined Merian in 2005 and is a fund manager and head of research in the global equity team. Prior to joining the business he developed simulation models for systemic and liquidity risk for the Financial Stability Group at the Bank of England, and worked as a software developer for CAD systems and for robotic applications. He holds a BEng in robotics from the University of Plymouth, an MSc in computer science, and a PhD in computational finance from the University of Essex. He is a CFA charterholder.

Mike Servent
Joined 12/31/2004

Mike joined Merian in 2004 and co-manages a range of funds within the global equity team. He joined from Barra International where he was a senior consultant specialising in the implementation of multi asset-class risk systems. Prior to this he spent five years with COR Risk Solutions, which developed the optimisation, back-testing and modelling software currently used by the global equity team. Mike has an MA in physics from the University of Oxford.

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