Stonewood Global Equity Fund

Price & Performance

Prices

10.56

Trailing

 Last month3 months6 monthsYTD1 year3 year CAGR
Fund-4.8%-0.5%-1.6%8.5%-3.4%2.2%
Benchmark-2.3%4.5%3.1%14.3%0.3%9.8%

Calendar Year

 YTD2018201720162015
Fund8.5%2.4%1.7%10.7%-9.6%
Benchmark14.3%6.3%11.3%19.4%-3.2%

Performance Chart

Portfolio Data

Largest Holdings

Name

Holding

Netease

10.1%

Entercom

6.2%

Booking Holdings

5.5%
Alphabet4.1%

Berkshire Hathaway

3.8%

eBay

3.7%

WR Berkeley

3.5%

Franco Nevada

3.4%

Apple

3.3%

Wells Fargo

3.1%

Asset Allocation

 

Cost & Minimums

Charges (Class B)

  • Management fee - 0.75%
  • Total expense ratio (TER) - 1.37%*
  • Performance fee (if applicable) - 20% of performance above Benchmark return with a high-water mark
  • There are no entry and exit charges

*Includes management fee

Minimum investment

US$ 100,000

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