TM Cerno Global Leaders A GBP Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.36%
  • 3 Year sharpe1.07
  • 3 Year alpha1.27
  • Distribution Typeincome
  • BenchmarkMSCI World NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.84%
  • IA SectorGlobal
  • Manager GroupCerno Capital
  • DomicileUnited Kingdom
  • ISINGB00BF00QJ57

Investment Strategy

The investment objective of the Fund is to achieve long term growth (over 5 years) in value, net of fees. The Fund will have a long term (over 5 years), low turnover portfolio, investing predominantly (i.e. a minimum of 90%) in a concentrated portfolio of equities of global leading companies. A concentrated portfolio means a portfolio with no more than 30 holdings (excluding cash). A global leading company is a listed company that has become a leader in its sector: manifested by its market position, higher than average industry profitability and its ability to shape future trends.

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