RELATED WEBSITES CONTACT US
CLIENT LOGIN CHANGE PROFILE
Global Equities Private Capital Responsible Investments Multi-Asset Cash and Fixed Income Thematic Outsourced CIO
stonehage fleming investment management - Global Equities

Global Equities

Our Global Equity Management teams actively manage a number of discretionary, long-only equity funds, all of which adopt a bottom-up approach to stock selection and invest for long-term capital growth.

Our flagship Fund, Global Best Ideas Equity ("GBI") offers a concentrated portfolio of the highest quality, best-in-class global companies, each of which has a well-established and sustainable competitive edge and is acquired at an attractive valuation. Further details of the GBI fund can be found at our dedicated website: www.stonehagefleming.com/gbi

Other equity funds managed by Stonehage Fleming share in the investment philosophy of GBI, but may have a different geographic exposure or company size objectives, for example, our AIM Fund that invests in small UK companies.

Our equity teams are located in London, Zurich and South Africa.


Relevant Insights

Global Equities Offering

Global Best Ideas Equity Fund

Profile

A concentrated portfolio of 25-30 of the highest quality, best-in-class global businesses owned for their quality, strategic competitive edge and value.

Prices Factsheets

Fund Manager

Meet the team

Gerrit Smit

Head of Global Equity Management with overall responsibility for the business unit, along with the fund's Portfolio Management and Equity Research functions.

AIM Fund

Profile

An actively managed, diversified portfolio of small companies listed on the UK's Alternative Investment Market ("AIM").

Prices Factsheets

Fund Managers

Meet the team

Paul Mumford

Co-managers of the fund, together with more than 60 years of investment management experience.

Nick Burchett

Co-managers of the fund, together with more than 60 years of investment management experience.

Global Equities Fund

Profile

To achieve capital growth and an element of income by investing predominantly in the UK and international regulated equity funds. In seeking to meet the investment objective, a portion of the Fund’s property may be invested in units or shares of collective investment schemes managed or operated by the Manager or an associate of the Manager.

Prices Factsheets

Fund Managers

Meet the team

Tristan Dolphin

Tristan is a Director within the Investment Strategy & Research team, focusing primarily on equity research and manager selection.

Alastair Dean

Alastair is a Director focusing on equity research and manager selection. He is responsible for due diligence and research on global and regional equity mandates, and is also a member of both the Sustainable and Thematic Investment Committees.

International Fund

Profile

An actively managed, diversified portfolio that utilises a barbell strategy to include both growth and value companies. Typically holding between 50 and 80 stocks with a minimum market cap requirement of $1bn.

Factsheets

Fund Manager

Meet the team

Liz Evans

Fund manager with more than 30 years investment experience.

Opportunities Fund

Profile

An actviely managed, diversified portfolio of mainly UK listed companies that may fall into the following categories: smaller companies, cyclical recovery companies and/or quality companies in distressed sectors.

Prices Factsheets

Fund Managers

Meet the team

Paul Mumford

Co-managers of the fund, together with more than 60 years of investment management experience.

Nick Burchett

Co-managers of the fund, together with more than 60 years of investment management experience.

Investment Management

Please Select

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

 

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

 

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

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.

 
Group Website