Overstone Global Equity Income Fund J Acc
|IWG PLC||6.42 %|
|Fairfax Financial Holdings Ltd Shs Subord.Vtg||5.32 %|
|Philip Morris International Inc||5.23 %|
|Investor AB B||5.05 %|
|Sanofi SA||5.00 %|
|Siemens AG||4.91 %|
|E.ON SE||4.85 %|
|Lloyds Banking Group PLC||4.53 %|
|Synchrony Financial||4.48 %|
|Scandinavian Tobacco Group A/S||4.47 %|
|United Kingdom||25.79 %|
|Europe - ex Euro||21.40 %|
|United States||13.95 %|
|Financial Services||29.16 %|
|Consumer Defensive||16.35 %|
|Consumer Cyclical||6.61 %|
Sam joined Oldfield Partners in April 2013. He was previously employed by J.P. Morgan Cazenove working in the UK Industrials Corporate Finance team for a total of 4 years. He graduated from Oxford University. He co-manages the global equity income portfolio and contributes to the overall investment selection.
Richard joined Oldfield Partners in November 2006. He was previously employed by Man Securities as a research analyst covering the banking and specialty finance sector. He has also worked as a consultant for Deloitte in London and San Francisco. He graduated from St. Andrews University. He co-manages the global equity income portfolio and contributes to the overall investment selection.
Data provided by Morningstar.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.