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Gavekal Global Equities UCITS B GBP Inc (0P0001HES1.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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13,909.00-32.00 (-0.23%)
At close: 08:00PM GMT

Gavekal Global Equities UCITS B GBP Inc

33 Sir John Rogerson’s Quay,Dublin 2

Management information
,Lead manager since 21 February 2017
Louis-Vincent Gave co-founded GaveKal in 1999 with his father Charles and Anatole Kaletsky. GaveKal started as an independent research firm and evolved in 2005 to include fund management and in 2008 to include data analysis services. Since 2005, Louis-Vincent has mostly focused on the money management side of the business. Before co-founding GaveKal, Louis-Vincent worked for Paribas Capital Markets where he was an equity research analyst from 1997 to 1999. In 1996 and 1997, Louis-Vincent served in the French Mountain Infantry Division as a Second Lieutenant. Louis-Vincent studied Economics, History and Chinese at Duke University and Nanjing University. In the past decade, Louis has written five books, including his latest "Too Different For Comfort", published in October 2013. Louis is often quoted in financial media and frequently speaks at industry events. Louis took over the management of the Global Equities UCITS fund in late February 2017.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

Fund familyGaveKal Fund Management (Ireland) Limited
Net assets40.16M
YTD return-3.34%
Morningstar rating★★★
Inception date25 Aug 2017

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

Expense0P0001HES1.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A