GQG Partners
Global Equity Fund
Global Equity Fund
![Global Equity Fund](https://gqg.com/content/2023/10/Global_Fund.png)
UCITS Funds
Fund Overview
The GQG Partners Global Equity Fund’s investment objective is to seek long term capital appreciation.
The Fund aims to invest in high-quality companies with attractively priced future growth prospects in both developed and emerging markets. GQG Partners’ fundamental investment process evaluates each business based on financial strength, sustainability of earnings growth, and quality of management. The Fund aims to manage downside risk whilst providing attractive returns to long-term investors over a full market cycle.
Beyond borders and
beyond the style box
Performance
As of
Total Return Performance % | 1MO | 3MO | YTD | 1YR | 3YR | 5YR | 10YR | SINCE () |
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Performance data quoted represents past performance. PAST PERFORMANCE DOES NOT GUARANTEE FURTURE RESULTS. Performance data current to the most recent month-end may be obtained by emailing ucits@gqg.com or visiting gqg.com. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Returns greater than one year are annualized. Performance may reflect agreements to limit a fund’s expenses, which would further reduce performance if not in effect. Returns are calculated net of taxes withheld on foreign dividends, interest, and capital gains, and include reinvestment of dividends and capital gains. Dividends accrued as of ex-dividend date. There can be no assurance that the Fund will achieve its investment objective. The performance data contained herein is calculated by a data provider whose calculation methodology may result in Fund performance that is lower or higher than performance quoted in Fund reports.
*GQG Partners LLC is committed to keep the ongoing charge from exceeding the expense limitation and this commitment may be lifted at any time upon prior notice to shareholders. Ongoing charge is as of the previous month-end date. The ongoing charge is exclusive of performance fee for applicable share classes.
There are 100 basis points (bps) in 1%. One basis point is one one-hundredth of one per cent.
Performance Scenarios
Recommended Holding Period: 5 Years Example Investment: $10,000
Scenarios
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If you exit after 1 year
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If you exit after 3 years (where
applicable)
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If you exit after 5 years (recommended
holding period)
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Unfavourable |
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Moderate |
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Favourable |
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