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Comgest Growth World Class U - Accumulation (GBP)

Sell:3,974.00p Buy:3,974.00p Change: 29.00p (0.74%)
Prices as at 23 December 2024
Sell:3,974.00p
Buy:3,974.00p
Change: 29.00p (0.74%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 23 December 2024
Sell:3,974.00p
Buy:3,974.00p
Change: 29.00p (0.74%)
Prices as at 23 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return 14.84% 12.01% -15.51% 19.60% 14.26%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Alexandre Narboni
Manager start date: 2 July 2019
Manager located in: Paris

Alexandre Narboni joined Comgest in 2009 and is an Analyst and Portfolio Manager specialising in US equity. With a background in mathematics and statistics, Alexandre has been instrumental to Comgest's Emerging Markets Flex strategy, the firm's first investment strategy to employ hedging techniques with the objective of reducing volatility during market drawdowns. Before joining Comgest, Alexandre worked in New York, firstly in asset-backed securities at Société Générale from 2005, then as a hedge fund Analyst at HSBC. After graduating from the National School of Statistics and Economic Administration (ENSAE) in Paris, he studied for one year at Columbia University in New York where he was awarded a Master's degree in Financial Mathematics.

Manager Name: Zak Smerczak
Manager start date: 30 June 2017
Manager located in: Paris

Zak Smerczak joined Comgest in 2016 and is an Analyst and Portfolio Manager in the Global equity team. Zak started his career in 2006 at Deloitte in London, initially in Assurance & Advisory Services before moving to Transaction Services where he was responsible for operational and financial due diligence. In 2011 Zak joined Mirabaud Asset Management where he worked as an Analyst covering global equities. In 2015 he moved to Polar Capital Holdings where he held the position of Analyst / Portfolio Manager for the firm's global multi-asset income strategy. Zak holds a Bachelor of Business Science Degree with Honours in Finance from the University of Cape Town. He is a CFA® charterholder and has been a member of the Institute of Chartered Accountants of Scotland since 2009.

Manager Name: Laure Negiar
Manager start date: 31 March 2013
Manager located in: Paris

Laure Negiar joined Comgest in 2010, initially within the firm's US equity team as an Analyst before moving to the Global equity team where she is today a Portfolio Manager and Analyst. Laure also contributes to the EAFE Plus strategy and co-manages several global equity segregated accounts. Before joining Comgest, Laure worked at BNP Paribas Equities & Derivatives in Paris and London, and prior to that worked in several roles within the US government. Laure obtained a Bachelor's degree in Public Policy from Stanford University (with Honours and Phi Beta Kappa) before graduating on the Dean's list with an MSc in Management from the HEC Paris business school in France. Laure is also a CFA® charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account