You may have noted that the vast majority of popular global equity funds hold a few crowded China trades such as Tencent and Alibaba. We do not, and this is deliberate. Why is it useful for those tasked with portfolio construction to know this? Namely, for both risk management and fund blending aspects.
global equities
SQM upgrades Insync’s international equity funds
SQM Research has upgraded the Insync Global Capital Aware Fund to the rating Category of “Superior” (4 Stars), and in its first review also awarded the Insync Global Quality Equity Fund a “Superior” (4 Stars) Rating.
The Nanuk New World Fund now on more platforms
The Nanuk New World Fund, a global equities fund which invests in listed shares that are wholly focused on industries related to the broad themes of environmental sustainability and resource efficiency, has recently been included on a number of platforms.
Nanuk New World Fund returns 4.9% in Jan 2019
The Nanuk New World Fund returned 4.9% in January, outperforming traditional global equity benchmarks such as the MSCI ACWI which rose by 4.2%.
Nanuk Sustainability Fund receives 5 Star rating from Morningstar
The Nanuk New World Fund received a 5 Star rating from Morningstar, its three-year track record placing the fund 2nd out of 193 global equity managers in the Large Cap World Equity category.
Nanuk’s sustainability fund now on mFund platform
Access to the sustainably themed global equities fund, Nanuk New World Fund, is now possible via the ASX mFund platform.
The Nanuk New World Fund returned 2.8% in July
The Nanuk New World Fund returned 2.8% in July, outperforming traditional global equities indices such as the MSCI All Country World Index by 0.4%.
Nanuk New World Fund returned 17.9% over FY
The Nanuk New World Fund returned 17.9% over the financial year, outperforming its benchmark index (the FTSE Environmental Opportunities All Share Total Return Index) by 4.9% and traditional global equities benchmarks such as the MSCI All Country World Index by 3.0%.