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F&C Responsible Global Equity I Inc

Ranked 33 out of 272 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Nick Henderson

Jamie Jenkins

Jamie Jenkins is head of the responsible global equities team. Jamie joined the F&C in 2000 and is co-manager of the F&C Responsible Global Equity fund and the F&C Responsible Sharia Global Equity fund. Prior to joining the firm, Jamie worked at Hill Samuel Asset Management as a Japanese equities fund manager. He holds an MA in History from the University of Edinburgh, has IMC and IIMR qualifications and is a member of the CFA Society of the UK.

Objective

The principal investment objective of F&C Stewardship International is to achieve long term capital appreciation by investing predominately in equity and equity related securities of companies, in any market, whose products and operations are considered to be making a positive contribution to society. The F&C Stewardship International will avoid companies which, on balance, are felt to be harming the world, its people or its wildlife or which trade extensively with oppressive regimes.

Showing fund performance in Finland View performance globally

Performance

Global over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.7% 0.4% 2.0%
2016 5.9% -6.3% 2.7% 5.0% 4.8%
2015 15.4% 18.6% -1.8% -8.2% 7.8%
2014 14.8% -1.7% 2.7% 7.2% 6.0%
2013 22.5% 11.0% 0.1% 3.8% 6.1%
2012 14.1% 12.2% -1.9% 3.8% -0.1%
2011 -6.0% -3.4% -1.1% -9.7% 8.8%
2010 19.3% 7.9% -1.5% 1.7% 10.2%
2009 33.3% -1.5% 14.6% 12.0% 5.4%
2008 -39.7% -18.0% 5.4% -9.0% -23.3%
2007 0.6% 1.8% 5.9% -4.0% -2.8%
2006 1.9% 6.0% -9.3% 2.0% 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date12/12/2005
  • Share Class size90Mn
  • Base currencyEUR
  • ISIN LU0234761939

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).