Equity markets have rebounded sharply in the last year, with the MSCI World index now 32% — above where it was pre-COVID-19.
This strategy invests in developed markets around the world with select exposure to emerging markets. The portfolio ranges from 35 to 50 companies and clients typically benchmark the strategy to the MSCI World Index.
As of June 30, 2021
Mondrian Global Equity Composite (USD)
Mondrian Investment Partners Limited (“Mondrian”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS Composite Report is available on request from email@example.com.
This introductory material is for informational purposes only and is not an offer or solicitation with respect to any securities. Any offer of securities can only be made by written offering materials, which are available solely upon request, on an exclusively private basis and only to qualified financially sophisticated investors residing in jurisdictions consistent with Mondrian’s regulatory authorizations. The information set forth herein is a summary only and does not set forth all of the risks associated with the investment strategy described herein.
Views expressed were current as of the date indicated, are subject to change, and may not reflect current views. Views should not be considered a recommendation to buy, hold or sell any security and should not be relied on as research or investment advice.
These materials may include forward-looking statements. All statements other than statements of historical facts are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those reflected in such forward-looking statements.
As of June 30, 2021
|P/E (trailing 12 months)|
|P/B (trailing 12 months)|
|Dividend Yield (%)|
|Number of Holdings|
|Weighted Average Market Cap (million, USD)|
|Median Market Cap (million, USD)|
|Information Ratio (3 years)|
Source: Mondrian Investment Partners/MSCI
While market strength and the relative resilience of economies are encouraging, recent fiscal policy announcements highlight the uncertainty that continues to govern the pandemic response.
© 2021 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of March 31, 2021 unless otherwise noted.
Weighted Average Market Cap – The portfolio-weighted average market capitalizations of all equity securities.
Portfolio Turnover – A measure of how frequently assets within a fund are bought and sold by the managers.
Price-to-Earnings – The Price to Earnings Ratio is a stock’s current price divided by the company’s trailing 12-month earnings per share from continuous operations.
Price-to-Book – The Price to Book Ratio links the stock/share price of a company with the book or accounting value of shareholders’ equity per share.
Dividend Yield – The Dividend Yield is the portfolio-weighted average of the annualized gross dividend per share figure of all portfolio holdings.
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