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Stone Global Growth Series A

Ranked 143 out of 3304 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Julian Chillingworth

Julian Chillingworth is Rathbones’ Chief Investment Officer, and therefore plays a key role in the ongoing development of the organisation’s investment process. Prior to this, Julian was assigned Board Director of Rathbone Unit Trust Management in October 2001, and joined Rathbones in July 2001 as deputy Chief Investment Director. Julian is also Chairman of Rathbones’ Investment Committee, which is responsible for investment communications, stock selection and the groups’ investment process. He has over 30 years investment experience, gained within organisations such as James Capel, Global Asset Management, Bankers Trust and Investec Asset Management.

Sammy Dow

James Thomson

James Thomson holds a BA in French Area Studies from the University of Cornell; an unlikely qualification for a prospective fund manager. However, shortly after graduating in October 2000 he joined Rathbones where in May 2001, he was appointed as assistant on the then new Global Opportunities mandate. A little more than two years later Thomson was co-managing the portfolio with Julian Chillingworth and in July 2005 became the sole manager. Along with holding benchmark qualifications like the Investment Management Certificate (IMC), he also has a Securities Institute Diploma to his name. Further to this he is a Fellow of the Securities Institute and in November 2006 became a member of the Rathbone Unit Trust Management Ltd board. His current position is a far cry from his beginnings at one of the empire's last remaining colonies, Bermuda. Whilst he has followed many of his compatriots through being educated in the States and working in England, he hasn’t completely abandoned his island origins and still rides a moped to work.

Objective

The investment objective of the Fund is to provide superior long-term investment returns through capital growth. The strategy for achieving growth is to invest primarily in common shares and debt obligations anywhere in the world other than Canada.

Performance

Global over : 30/06/2017 - 30/06/2018
  • Rank 143/3304 Total Return
  • Rank 1801/3304 Standard Deviation
  • Rank 177/3304 Max Drawdown
Fund Name Currency Loss
177 United Global Stable Select Equity Z SGD USD

-4.1%

177 Covea Actions Monde A (C) USD

-4.1%

177 Stone Global Growth Series A USD

-4.1%

177 UBAM 30 Global Leaders Equity AHC USD

Currency exposure is hedged

Currency exposure is hedged

USD

-4.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 3.6% 3.5%
2017 29.2% 7.7% 8.7% 5.8% 4.3%
2016 -2.7% -1.1% -2.0% 5.8% -5.1%
2015 6.7% 3.6% 3.1% -5.0% 5.2%
2014 -0.4% -0.9% 1.6% -4.6% 3.8%
2013 30.0% 5.9% 0.7% 11.4% 9.4%
2012 17.8% 12.9% -5.8% 5.2% 5.2%
2011 -8.3% 4.4% 1.6% -17.0% 4.2%
2010 15.3% 5.7% -12.0% 14.3% 8.5%
2009 39.6% -8.2% 23.7% 18.4% 3.8%
2008 -43.1% -9.6% -3.4% -14.7% -23.6%
2007 14.2% 3.5% 6.6% 2.8% 0.7%
2006 16.7% 7.5% -3.0% 4.9% 6.7%
2005 3.1% 0.3% -1.1% 3.6% 0.3%
2004 15.4% 2.4% 0.8% 0.1% 11.8%
2003 27.8% -5.7% 14.5% 8.4% 9.2%
2002 -23.2% -0.6% -10.1% -15.9% 2.1%
2001 -17.4% -10.5% 1.9% -19.0% 11.9%
2000 -6.6% 6.3% -3.5% -4.5% -4.8%
1999 25.9% 2.7% 7.1% -2.7% 17.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date31/12/1998
  • Share Class size50Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment25

Charges

  • Annual management2.00%

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