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Ninety One Global Sustainable Equity Class I - Accumulation (GBP)

Sell:4,117.69p Buy:4,117.69p Change: 13.12p (0.32%)
Prices as at 24 December 2024
Sell:4,117.69p
Buy:4,117.69p
Change: 13.12p (0.32%)
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 24 December 2024
Sell:4,117.69p
Buy:4,117.69p
Change: 13.12p (0.32%)
Prices as at 24 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 11.03% 22.04% -2.66% 6.15% 14.59%

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: Rhynhardt Roodt
Manager start date: 1 April 2017
Manager located in: TBC

Rhynhardt is the Co-Head of 4Factor and co-portfolio manager for the 4Factor Global Equity, Global Dynamic Equity and Global Strategic Equity Strategies at Ninety One. He was previously the Co-Head of SA Equity & Multi-Asset. Over the years he has been responsible for the fundamental analysis of a broad range of listed companies, the portfolio management of a number of equity and multi-asset strategies as well as driving the equity research agenda within these strategies. Rhynhardt initially joined the firm in 2004. Having left in 2008, he rejoined the firm in 2010 from Oryx Investment Management where he worked for two years as a research analyst and portfolio manager. He graduated from the University of Pretoria with a Bachelor of Commerce in Financial Management Sciences and a Bachelor of Commerce (Hons) in Investment Management (cum laude), before completing a Master's degree in Financial Management (cum laude) at the University of Cape Town. Rhynhardt is also a CFA® Charterholder.

Manager Name: Christine Baalham
Manager start date: 30 June 2019
Manager located in: TBC

Christine is a portfolio manager at Investec Asset Management where she is co-portfolio manager for the Global Endurance Equity Strategy and alternate portfolio manager for the Global Dividend Strategy. She joined the 4Factor team in 2000 and held responsibilities including global financials sector specialist, global services sector specialist, portfolio manager for the International Equity Fund, as well as heading up the 4Factor UK Equity team from 2004 to 2014 where she was responsible for managing the UK core strategies. She began her career at Schroder Investment Management, where she was recruited as part of the Schroder Investment Management graduate training programme in 1996. She worked on the UK fund management desk before joining the research department as the UK insurance and tobacco analyst. Christine gained a Master of Philosophy degree in Chemistry from Cambridge University in 1996, after graduating with a first class degree in Natural Sciences the previous year.

Manager Name: Miles Hamilton
Manager start date: 1 November 2023
Manager located in: TBC

Miles is the head of research and a portfolio manager in the Sustainable Equity team at Ninety One. His responsibilities include co-ordinating the equity strategy process and generating equity related investment ideas across our Sustainable Equity strategies. Prior to joining the firm in 2012, Miles worked as an analyst for a family office hedge fund where he focused on market research and trade strategy while completing his final year of university. Miles graduated from Bayes Business School with a first-class degree in Investment & Financial Risk Management (with Honours). He is also a CFA® Charterholder.

manager photo
Manager Name: Jonathan Parker
Manager start date: 1 April 2017
Manager located in: London

Jonathan is a portfolio manager in the 4Factor team at Investec Asset Management where he co-manages the Global Core Equity Strategy. During his time within the 4Factor team he has also managed UK Core and Aggressive portfolios, and covered the consumer staples sector as a global analyst. Jonathan started his career at M&G Investment Management where he worked for four years as an analyst, and then a further five years as a UK Equity Income portfolio manager. He has a degree in Economics from Cambridge University and is a member of the CFA Institute.

Manager Name: Stephanie Niven
Manager start date: 31 March 2022
Manager located in: TBC

Stephanie is a portfolio manager within the Multi-Asset team at Ninety One. She is responsible for the Global Sustainable Equity strategy. Prior to joining the firm Stephanie worked at Aviva Investors where she was co-portfolio manager for the Global Equity Endurance Fund, a top performing global equity strategy awarded the 5 Globe Morningstar sustainability rating and low carbon designation. Before this Stephanie worked for Tesco Pension Investment managing the Global Equity Fund. Here she had joint responsibility for building and establishing the global equity investment process, generating excellent performance over five years in long term investing. Other roles include partner and portfolio manager at Javelin Capital LLP, and Stephanie started her career on the global equity team at Goldman Sachs. She is a board trustee of Humanism UK, an ambassador for the Diversity Project, a mentor within the CFA UK Mentoring Programme, and a member of the board of trustees for the COIF Charity Funds. Stephanie graduated from Merton College, University of Oxford with a Double First in Modern History and recently received the Certificate of Sustainable Investing from the University of Cambridge. Stephanie is a CFA® Charterholder.

Manager Name: Global 4Factor Team
Manager start date: 1 June 2004
Manager located in: TBC

TBC

Manager Name: James Hand
Manager start date: 1 June 2004
Manager located in: -

James is an Investment Director at Investec Asset Management with a focus on risk premia, investment process and ESG. He was previously co-Chief Investment Officer and co-Head of 4Factor until September 2017. James joined Investec Asset Management in 2000 and covered a range of global sectors, helped to establish Investec's ESG team and was author of ?The 4Factor Process?. During his time at the firm, James has managed a range of global portfolios for predominantly institutional clients including sovereign wealth funds and corporate pension schemes. Prior to joining Investec Asset Management, James spent three years at Schroder Investment Management where he specialised in small-cap technology stocks. James graduated from Cambridge University with a first class degree in Economics.

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