Asset Allocator 100 Club  

100 Club 2024: Global Equity

100 Club 2024: Global Equity
 

Winner: Guinness Global Innovators

The shortlisted companies are:

Fisher Investments Global Developed Equity ESG 
Guinness Global Innovators 
JPM Global Focus
PGIM Jennison Global Equity Opportunities
T Rowe Price Global Focused Growth 

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Fisher Investments Global Developed Equity ESG

Management group: Fisher Investments
Category: Global Equity
Related benchmark used: MSCI World
One-year total return: 27.73
Five-year total return: 89.67
Assets/Market capitalisation: £50mn
Name of manager(s)/management team(s): Aaron Anderson, Jeffrey Silk, Ken Fisher, Michael Hanson & William Glaser
Start date of longest serving manager(s)/management team(s): February 26, 2018

Guinness Global Innovators

Management group: Guinness Global Investors
Category: Global Equity
Related benchmark used: MSCI World
One-year total return: 29.52
Five-year total return: 98.84
Assets/Market capitalisation: £787mn
Name of manager(s)/management team(s): Ian Mortimer & Matthew Page
Start date of longest serving manager(s)/management team(s): October 31, 2014

JPM Global Focus

Management group: JPMorgan Asset Management
Category: Global Equity
Related benchmark used: MSCI World
One-year total return: 25.75
Five-year total return: 99.02
Assets/Market capitalisation: £4.7bn
Name of manager(s)/management team(s): Timothy Woodhouse, Helge Skibeli & James Cook
Start date of longest serving manager(s)/management team(s): July 1, 2017

PGIM Jennison Global Equity Opportunities

Management group: PGIM
Category: Global Equity
Related benchmark used: MSCI World
One-year total return: 26.77
Five-year total return: 88.79
Assets/Market capitalisation: £646mn
Name of manager(s)/management team(s): Mark Baribeau, Thomas Davis & Rebecca Irwin
Start date of longest serving manager(s)/management team(s): August 5, 2015

T Rowe Price Global Focused Growth

Management group: T Rowe Price
Category: Global Equity
Related benchmark used: MSCI World
One-year total return: 23.82
Five-year total return: 85.55
Assets/Market capitalisation: £3bn
Name of manager(s)/management team(s): David Eiswert
Start date of longest serving manager(s)/management team(s): September 30, 2012