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J. Stern & Co. World Stars Global Equity Fund Class A1 - Accumulation (GBP)

Sell:174,457.00p Buy:174,457.00p Change: 374.00p (0.22%)
Prices as at 19 December 2024
Sell:174,457.00p
Buy:174,457.00p
Change: 374.00p (0.22%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 19 December 2024
Sell:174,457.00p
Buy:174,457.00p
Change: 374.00p (0.22%)
Prices as at 19 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
Invest now
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

20/12/19 to 20/12/20 20/12/20 to 20/12/21 20/12/21 to 20/12/22 20/12/22 to 20/12/23 20/12/23 to 20/12/24
Annual return 14.51% 19.35% -15.78% 23.60% 18.63%

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 photo
Manager Name: Katerina Kosmopoulou
Manager start date: 8 April 2019
Manager located in:

Katerina Kosmopoulou is a Partner of J. Stern & Co. and a senior investment analyst. Katerina is also deputy portfolio manager for the Firm's World Stars Global Equity investment strategy. Katerina draws on her extensive analysis skills to drive our research efforts, meeting with companies, management teams and analysing investment opportunities. Prior to joining J. Stern & Co. in 2012, Katerina was a Senior Equities Fund Manager at RCM, Allianz Global Investors in London, Frankfurt and Munich, where she led the Firm's core stock-picking strategies based on a fundamental bottom-up driven approach. She has 12 years of equity investment experience and has previously covered the Global Consumer Discretionary and Staples, Energy as well as the Industrials and Materials sectors. Katerina is a Greek national and is fluent in English, Greek, German and French. She holds a BSc from the University of Bath and a MSc in International Securities from the University of Reading. Katerina is a CFA Charterholder and a member of the Board of Directors of the CFA Society of the UK.

manager photo
Manager Name: Christopher Rossbach
Manager start date: 8 April 2019
Manager located in:

Christopher is a Managing Partner and Chief Investment Officer of J. Stern & Co. Chris is the lead portfolio manager of the Firm's World Stars Global Equity investment strategy. Chris delivers long-term investments for the firm's clients based on the same principles he has successfully implemented over his investment career. As a Managing Partner, Chris leads the firm's investment practice to deliver value to our clients. Chris has decades of financial services experience of which 20 years investing in stocks based on a fundamental value approach with Merian Capital, Magnetar, Lansdowne Partners and Perry Capital. Prior to that he was in investment banking with Lazard Frères in New York. Chris speaks German, English, French and Spanish. He holds a BA from Yale University and a MBA from Harvard Business School. Chris also chairs and is a trustee of the Warburg Charitable Trust.

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
Invest now