Interactive Investor

ii Super 60 investments:
GQG Partners Global Equity Fund

Asset GroupAsset Sub-GroupInvestment Category
EquitiesGlobal equitiesAdventurous

How the Fund Invests

The fund is managed by Rajiv Jain who established GQG Partners in 2016 after a long and successful career at Vontobel Asset Management where he managed both Global and Emerging Market equity strategies. Sudarshan Murthy and Bian Kersmanc support him as portfolio managers on global mandates and they are also supported by the firm’s wider team of 20 analysts and managers. The mangers have a growth-oriented outlook but in seeking to achieve this they adopt a flexible, medium-term investment approach and consider limiting losses a priority. Consequently, they look for companies that are on a solid financial footing, have weathered tough economic climates and whose industries are growing rather than stagnating. They use fundamental analysis to research future growth opportunities, estimate risks, analyse the accounting to ensure its accuracy and transparency, and then estimate a reasonable price. The portfolio typically comprises 40-50 names and pays little attention to the wider market in its portfolio construction.

Opinion

The manager’s flexible investment approach and quality bias have typically led to strong performance through the market cycle with good downside protection during periods of market weakness. The fund benefits from an experienced manager, with a flexible, proven and well-executed investment process

January 2024

Risk warnings

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. 

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab. 

The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor. 

Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Review.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.