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SIG’s Global Dynamic Equity Fund hits 1st quartile as it celebrates 3rd anniversary

Your Money
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Your Money
Posted:
Updated:
01/06/2012

Skandia Investment Group’s Global Dynamic Equity Fund celebrated its three year anniversary on 27 March 2012.

The £1bn global equity multi-manager fund is distinguished by taking a GDP weighted approach to its strategic asset allocation, allowing increased allocation to the expanding regions of the world such as Asia and emerging markets, rather than the more mature economies which have historically been a focus for investors.

The Skandia Global Dynamic Equity Fund has delivered 1st quartile performance since launch three years ago in March 2009, growing by 59.68%, outperforming the IMA Global sector by 9.66% and the MSCI AC World GDP Index by 6.93%.

François Zagamé, lead portfolio manager of the Global Dynamic Equity Fund, said:

“The fact that our GDE fund has been outperforming the index and is ranked in the 1st quartile since launch is testament to the approach we have taken in managing this fund.

“We strongly believe in the power of GDP weighted investing over time and this approach has helped the fund continue its strong performance at the start of this year. Our overweight positions in China and other emerging markets have been a significant contributor to our success over the past three years while many of our underlying managers across all regions have also delivered strong returns against their respective benchmarks.”


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