Fact sheet: RWC Global Horizon

Fund information

Fund name
RWC Global Horizon R GBP
Fund company manager
RWC
Fund type
SIB
Fund manager(s)
Fund objective
The RWC Global Horizon Fund aims to generate alpha over a rolling 5 year period (relative to the benchmark) by investing predominantly in a portfolio of equities from around the world. The flexibility and long-term nature of the fund will entail significant performance divergence from the MSCI All Countries World Index.
Benchmark
MSCI AC World
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

16.96 %

1 Year rank in sector

209/476

Sector

FO Equity - International

Yield
-
Fund size

£ 181.6 m

FE Risk score

109

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International
    95.1%
  • Money Market
    4.9%
  • International Equities
    95.1%
  • Money Market
    4.9%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund4.67 %6.95 %16.96 %0 %0 %
Sector2.42 %8.34 %16.13 %32.48 %60.31 %
Rank within sector33 / 503318 / 498209 / 476 / /
Quartile th1 st3 rd2 nd th th

Calendar performance

YTD-20172016201520142013
Fund10.02 %34.7 %4.52 %0 %0 %
Sector13.46 %7.94 %0.71 %5.96 %21.26 %
Rank within sector330 / 4897 / 444132 / 396 / /
Quartile th3 rd1 st2 nd th th

Price movement

52 week high174.6901
52 week low144.6612
Current bid price0
Current offer price0
Current mid price173.3833

Holdings by region

  • 95.1% International
  • 4.9% Money Market

Holdings by sector

-

Holdings by asset type

  • 95.1% International Equities
  • 4.9% Money Market

Individual holdings

-