RANMORE GLOBAL EQUITY FUND PLC

Ranmore Global Equity Fund plc’s mandate is to invest in a diverse portfolio of primarily large and mid-sized leading global companies from a range of industry sectors.

The portfolio will typically comprise fewer than 40 equities at any point in time and this relatively concentrated approach means that the position size of the average holding will be greater than from a broadly diversified portfolio.

Investment Objective

To outperform the *MSCI World Index and to provide capital growth over a medium to long-term time horizon.

Investment Proposition

  • Highly regulated UCITS
  • Low and transparent fees
  • No performance fees
  • Annualised returns of 9.8% per annum since the Fund’s launch (as at 30/11/18)
  • The USD Investor Class has a **Morningstar Rating™ of  (as at 05/12/18)
  • Management invested alongside shareholders of the Fund
  • Daily dealing. Multi currency

 

Disclaimer:*MSCI disclaimer

Copyright MSCI 2018. Unpublished. All Rights Reserved. This information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used to create any financial instruments or products or any indices. None of this information in intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. This information is provided on an “as is” basis and the user of this information assumes the entire risk of any use it may make or permit to be made of this information. Neither MSCI, any of its affiliates or any other person involved in or related to compiling, computing or creating this information makes any express or implied warranties or representations with respect to such information or the results to be obtained by the use thereof, and MSCI, its affiliates and each such other person hereby expressly disclaim all warranties (including, without limitation, all warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any other person involved in or related to compiling, computing or creating this information have any liability for any direct, indirect, special, incidental, punitive, consequential or any other damages (including, without limitation, lost profits) even if notified of, or if it might otherwise have anticipated, the possibility of such damages.

 

**Morningstar Ratings disclaimer

The Morningstar Rating relates to Ranmore Global Equity Fund plc’s USD Investor class as at 05/12/18.

 

Copyright © 2018 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

 

The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.

UK Investors

Ranmore Global Equity Fund plc is available on the following platforms:

South African Financial Advisors

Ranmore Global Equity Fund plc is available on the following LISPs:

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Morningstar™ Rating

★★★★★

USD Investor Class *Morningstar Rating™ as at 31/10/18

*The Morningstar Rating relates to Ranmore Global Equity Fund plc’s USD Investor class as at 31/10/18.