Quick Stats

Bid Price GBX 198.80 Offer Price GBX 208.90
Mid Price - Day Change GBX -0.70 (-0.35%)
Price Date 23 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 2.12 Fund Size 1,204,650,709.61
Launch Date 08/01/2007 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.37 Sector IMA UK Equity Income
Min Investment (£) 1,500.00 Total Expense Ratio (%) 2.12
ISIN GB00B1KHLW60 Min TopUp (£) 1,000.00

Fund Objective

The fund aims to provide capital appreciation through investment in a portfolio of quoted securities on a worldwide basis. The fund will be invested primarily in global equities but may also invest in cash-based investments.

Fund Managers

Kenneth A Broekaert
Ken joined Burgundy in April 2003 as an Investment Analyst focusing on Europe and became the Portfolio Manager for European equities and Vice President of the firm in July 2006. In July 2010, he was appointed to Senior Vice President. Ken assumed the role of Director of Research in February of 2015 and became the Portfolio Manager for Burgundy’s Global Focused Opportunities strategy in December 2015. In June 2016, he transitioned his responsibilities as Director of Research to focus solely on portfolio management and added the role of Portfolio Manager for the Burgundy Global Equity strategy. Prior to Burgundy, Ken spent over four years at The Boston Consulting Group, a leading global strategy consulting firm. He worked closely with senior management of companies across many industries, developing and implementing business strategies to enhance competitive advantage and drive profitable growth. Ken graduated from the Richard Ivey School of Business where he earned an Honours Business Administration degree in 1998, with distinction as an Ivey Scholar, and his MBA in 2003 where he earned a place on the Dean’s Honours List. Ken was awarded the Chartered Financial Analyst designation in 2005 and is a member of the CFA Institute. He serves on the Board and Audit Committee of the Loran Scholars Foundation, which identifies and supports exceptional young Canadians who demonstrate character, service and leadership.
George Loening
George Loening founded Select Equity in January 1990 while still studying at Columbia University from where he graduated in 1992. With the exception of a part-time position as a junior analyst at Gabelli Asset Management, George is a self-taught investor and is responsible for developing the company’s investment and research engines. From inception George operated independently for almost two years before launching a US equity small- and midcap strategy and is now also the lead Portfolio Manager for a number of long-only and long/ short US strategies.
Jim Hamel
James Hamel, CFA, is a Lead Portfolio Manager at Artisan Partners Asset Management. James is a Managing Director and Portfolio Manager of Growth Strategies at Artisan Partners Ltd. He was previously a Co-Manager and Analyst at Artisan since May 1997. Prior to joining Artisan, James was a Financial Associate, Cost Analyst and Operations Manager at Kimberley-Clark Corporation. James holds a Bachelor's Degree in Finance from the University of Minnesota.