Reading Time: < 1 minute As featured recently in Fin daily, “Asset Managers Have Clashing Views On Coronavirus Severity: Webinar,” Clive Gillmore, Group CIO and CEO of Mondrian, provided insight and perspective on the international investment landscape and the coronavirus.
CANADIAN FUNDS
Global All Countries World Equity Fund
The Mondrian Global All Countries World Equity Fund (the “Fund”) seeks to maximize long term total return at a reasonable level of total risk by investing principally in a portfolio of equity securities of both U.S. and non-U.S. issuers, including the securities of emerging market companies. Over a market cycle, the Fund seeks to outperform the MSCI All Countries World ex Canada Index. The Fund will normally be a focused portfolio of approximately 40-70 securities.
Investment Philosophy
- A value-oriented, dividend discount methodology that focuses on future anticipated dividends and discounts the value of those dividends back to today’s present value.
- An approach that focuses on providing a rate of return meaningfully greater than the client’s domestic rate of inflation.
- Portfolio performance that has been typically less volatile than the MSCI All Countries World ex Canada Index and most other Global Equity managers.
- Client portfolios that that aim to preserve capital during protracted global market declines.
Additional Canadian Domiciled Vehicles
UCITS Funds
Mondrian Global Equity Fund (UCITS)
Mondrian Global Green Bond Fund (UCITS)
Mondrian Emerging Markets Equity Fund (UCITS)
Mondrian Global Fixed Income Fund (UCITS)
Mondrian Local Currency Emerging Markets Debt Fund (UCITS)
How to Invest
Any offering will be made via the Fund’s Confidential Offering Memorandum to Canadian institutional investors and investment professionals only. Contact Mondrian to be put in touch with the relevant parties to invest in the Fund.
News and Insights
Reading Time: 6 minutes As a long-term value manager Mondrian Investment Partners has always believed in carrying out analysis which captures all potential material risks and opportunities; understanding and integrating the impacts of ESG factors has therefore consistently been part of our long-term modeling.
© 2022 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of December 31, 2021 unless otherwise noted.