With over USD2.5bn* under management, the Stonehage Fleming Global Best Ideas Equity Fund embodies Stonehage Fleming’s flagship investment strategy and has attracted assets from private, professional and institutional investors.

Fund Manager Gerrit Smit manages a concentrated, high conviction portfolio of 20-30 holdings chosen for their:

Quality | Strategic competitive edge | Attractive valuation

*December 2021


The fund aims to achieve long-term sustainable growth in capital and income.

Key differentiators from other global equity growth managers are:

The team Focus solely on one investment mandate | ESG orientation is ingrained in the investment process

The high liquidity of portfolio holdings ensures low risk of price effects under any stress scenario

*as at 31st September 2021.



Investment Philosophy

We invest in best-of-breed businesses for their quality, strategic competitive edge and value.

We believe that a portfolio of businesses each containing all three elements will provide a favourable return over time.

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Investment Strategy

  • Invest for sustainable growth
  • Fundamental research driven
  • Particular focus on quality of management, balance sheet strength, return on invested capital, free cash flow, ability to grow dividends each year
  • Bottom-up approach to identify exceptional businesses
  • Global orientation, with emerging market exposure
  • High conviction concentrated portfolio
  • Predominantly larger capitalisation businesses, also consider exceptional medium-sized ones
  • Buy to hold and disciplined selling
  • No benchmark orientation, no active trading, no leverage, no hedging

News & Insights

gbi-insight-Gerrit Smit: Microsoft Powers on despite headwinds

Gerrit Smit: Microsoft Powers on despite headwinds

Tech giant remains well positioned for growth

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gbi-insight-Entrepreneurship underpinned by good governance is Alphabet’s great strength – Gerrit Smit

Entrepreneurship underpinned by good governance is Alphabet’s great strength – Gerrit Smit

How Alphabet outsmarted Meta

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Awards & Accreditations

Investment Management

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The following web pages are only available to "Institutional Investors" and "Professional Investors" domiciled in Switzerland in accordance with Federal Act on Financial Services ("FAFS"). Under Article 4 of FAFS "Institutional Investors", include FINMA Regulated entities. "Professional Clients" are defined as Companies with professional treasury operations, Large Companies, Occupational Pension Schemes with professional treasury operations, Private Investment Structures with professional treasury operations created for High-Net-Worth Retail Clients, and High-Net-Worth-Individuals ("HNWI"). HNWI are defined as individuals 1) who on the basis of training, education and professional experience or on the basis of comparable experience in the financial sector, possess the necessary knowledge to understand the risks associated with the investments and have at their disposal assets of at least CHF 500,000; or 2) have at their disposal assets of at least CHF 2 million. By clicking on the button "I agree" you certify that: 1) you are domiciled in Switzerland 2) you are a 'Qualified Investor' or 'Professional Investor' under Article f of 'FAFS'

We have appointed 'ARM Swiss Representatives SA' as our Swiss representative for the following funds: Stonehage Fleming ("SF") Global Best Ideas, SF Global Sustainable Equity Fund, SF Global Multi Asset Portfolio, and SF Private Capital Fund. The paying agent in Switzerland is Banque Heritage S.A. The Prospectus and the Articles, KIIDs and additional documentation including the annual and semi-annual report can be obtained free of charge from the representative in Switzerland. Full contact details are contained within the fund documentation.

 

This site is not available in your jurisdiction. If you require further information about Stonehage Fleming Investment Management please contact us at enquiries@stonehagefleming.com.

 
Group Website

I confirm I am accessing the website from the country indicated.

 

The following web pages are only available to "Institutional Investors" and "Professional Investors" domiciled in Switzerland in accordance with Federal Act on Financial Services ("FAFS"). Under Article 4 of FAFS "Institutional Investors", include FINMA Regulated entities. "Professional Clients" are defined as Companies with professional treasury operations, Large Companies, Occupational Pension Schemes with professional treasury operations, Private Investment Structures with professional treasury operations created for High-Net-Worth Retail Clients, and High-Net-Worth-Individuals ("HNWI"). HNWI are defined as individuals 1) who on the basis of training, education and professional experience or on the basis of comparable experience in the financial sector, possess the necessary knowledge to understand the risks associated with the investments and have at their disposal assets of at least CHF 500,000; or 2) have at their disposal assets of at least CHF 2 million. By clicking on the button "I agree" you certify that: 1) you are domiciled in Switzerland 2) you are a 'Qualified Investor' or 'Professional Investor' under Article f of 'FAFS'

We have appointed 'ARM Swiss Representatives SA' as our Swiss representative for the following funds: Stonehage Fleming ("SF") Global Best Ideas, SF Global Sustainable Equity Fund, SF Global Multi Asset Portfolio, and SF Private Capital Fund. The paying agent in Switzerland is Banque Heritage S.A. The Prospectus and the Articles, KIIDs and additional documentation including the annual and semi-annual report can be obtained free of charge from the representative in Switzerland. Full contact details are contained within the fund documentation.

 

This information is directed only to Canadian residents that are "accredited investors" as defined under section 1.1 of National Instrument 45-106 Prospectus Exemptions and "permitted clients" as defined under section 1.1 of National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations. This information is not, and under no circumstance to be construed as, an offering memorandum, an advertisement or a public offering of any securities described herein in any province or territory of Canada (each, a "Canadian Jurisdiction"). Under no circumstances is this information to be construed as an offer to sell securities or the provision of advice in relation to any securities. Any offer or sale of any securities described in this information will be made pursuant to the definitive private placement documents for the securities. In addition, any offer or sale of, or advice on, any securities described in this information will be made only by a dealer or adviser registered or relying on an exemption from registration in the applicable Canadian Jurisdiction. No Canadian securities regulatory authority has reviewed or in any way passed upon the information contained in this website or the merits of any securities described in it, and any representation to the contrary is an offence.

By clicking on the button "I agree" you certify that you are an accredited investor as defined under section 1.1 of National Instrument 45-106 Prospectus Exemptions and "permitted clients" as defined under section 1.1 of National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations.

 

This information on this website is only intended for a) Qualified Clients, within the meaning of that term in the Israeli Investment Advice, Investment Marketing and Portfolio Management Law 1995, OR b) Qualified Investors within the meaning of First Addendum to the Israeli Securities Law 1968. It is not intended for any other type of investor. If you are unsure about whether you meet the criteria as a Qualified Client or Qualified Investor, please seek legal advice prior to reviewing this information.

By clicking on the button "I agree" you certify that you are a) a Qualified Client, within the meaning of that term in the Israeli Investment Advice, Investment Marketing and Portfolio Management Law 1995, OR b) Qualified Investors within the meaning of First Addendum to the Israeli Securities Law 1968.

 

This site is not available in your jurisdiction. If you require further information about Stonehage Fleming Investment Management please contact us at enquiries@stonehagefleming.com.

 
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