Fund Manager
Neil Rogan |
Ratings

Updated: 05.08.10 |

Updated: 05.08.10 |

Updated:
05.08.10 |
Fund Summary
- A long-term satellite holding made up of a unconstrained
focused portfolio of our best stock ideas from Global equity
markets.
- Proven investment strategy with a six year track record.
- Managed Global high alpha specialist Neil
Rogan.
|
Key Facts
| Launch Date |
January 2001 |
| Fund Size |
£271.9 million |
| No. of Holdings |
40 |
| Base Currency |
GBP |
| IMA Sector |
Global Growth |
| Benchmark |
MSCI World Index |
| Type of Share |
Accumulation Only |
| Lipper ID |
60051505 |
| Initial Charge |
5.00% |
| Annual Charge |
2.00% |
| Valuation Point |
12.00 midday |
| Dividend Pay Dates |
31st January
31st July |
| Ex Dividend Date |
31-May |
Annual charge
If at the end of any month the Fund is not ranked in the top 25% of
its sector on a rolling 12 month basis, Gartmore will reduce the
annual management charge to 1.25% per annum for the Fund for the
following month. |
Fund Manager
|
|
Neil Rogan Head of Global Equities
Neil joined Gartmore as Head of Asia Pacific Equities in
September 1997.
Neil participated in the launch of Gartmore's range of focus funds
and has managed the Gartmore Global Focus Fund since its inception
in January 2001. As the success of the Global Focus Fund became
established, Neil moved back to full-time management in February
2003 as the Head of Global Equities.
Before joining Gartmore, Neil was a director and senior fund
manager at Jardine Fleming Investment Management in Hong Kong.
Prior to this he was Head of Pacific Region Portfolios Group at
Flemings in London.
Neil graduated from Cambridge University in 1982 with a first class
degree in economics. He is an Associate Member of the UK Society of
Investment
Professionals. | |
Fund Performance
60051505
UK
Fund Objective
The Fund aims to achieve a long-term return, in excess of the
long-term return that is typically achieved from global equity
markets, by investing in a concentrated portfolio of
companies.
The Fund will invest in companies of any market capitalisation. The
Fund will invest in a portfolio of typically 30-40
holdings.
The return will be a combination of capital and income
returns.
The Fund may also invest at the Manager's discretion in other
transferable securities, money market instruments, cash and near
cash, derivative instruments and forward transactions, deposits and
units in collective investment schemes (use may be made of
stocklending, borrowing, cash holdings, hedging and other
investment techniques permitted in applicable FSA Rules).
Important information
This Fund invests in shares, which are more volatile than other
asset classes such as cash or bonds. The Fund may hold concentrated
positions. If one of these concentrated positions declines in
value, or is otherwise adversely affected, this can have a greater
effect on the Fund's value than if it held less concentrated
positions. The Fund may hold a limited number of investments. If
one or more of these investments declines in value, or is otherwise
adversely affected, this can have a greater impact on the Fund's
value than if a larger number of investments were held. The Fund
may invest in smaller companies, which can be more risky than
larger companies due to a lack of liquidity and increased
volatility. The shares of smaller companies may be subject to more
abrupt price movements than shares of larger companies. The
investment approach for this Fund may involve a high level of
investment activity and turnover of investments, which may generate
substantial transaction costs which will be borne by the Fund. The
Fund may invest in emerging markets which tend to be more volatile
than more established markets and therefore your money could be at
greater risk. Other risk factors such as political and economic
conditions should be considered. As the Fund invests abroad, it is
exposed to changes in exchange rates which may cause the value of
investments to fall or rise independently of the underlying
holdings.
Please read the Simplified Prospectus before
investing.
Risk and performance can change over time. Gartmore is unable to
offer personal financial advice. Please note that nothing on these
web pages should be interpreted as financial advice. If you have
any doubt whether this product is suitable for you or questions
about your tax position, and you wish to obtain personal advice,
please contact a financial adviser or where applicable a tax
specialist. Past performance is not a guide to future performance.
The value of investments and the income from them may go down as
well as up and you may not get back your original
investment.
|
Ratings are provided by independent rating agencies based on a
number of investment criteria. For example, where applicable, a
'AAA' rating is the highest possible for Standard & Poor's,
OBSR and Citywire. A 5 star rating is the highest possible for fund
star ratings. For a full description of the ratings please click
here. |