New Capital Glbl Eq Convict GBP Inc (0P0001KFXA.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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New Capital Glbl Eq Convict GBP Inc
United Kingdom
116 Park Street
Park House
+44 20 7491 9111
Management information
,Lead manager since 1 April 2020
Haichuan is a Portfolio Manager at EFGAM, focusing on global equities. Prior to joining EFGAM in March 2020, he was an equity analyst at Sanford C. Bernstein for three years. Prior to Bernstein, Haichuan spent seven years in Debt Capital Markets at HSBC, covering the European public sector. Haichuan holds an MBA from London Business School and an MChem from Merton College, Oxford University. He is also a CFA Charterholder.
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
CategoryN/A
Fund familyEFG Asset Management (UK) Ltd
Net assetsN/A
YTD return9.08%
Yield1.07%
Morningstar ratingN/A1
Inception date9 Mar 2023
Fund operations
Last dividend0.59
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P0001KFXA.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
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