Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

For Canada and Australia select:
Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the 'Accept' button, you agree to abide by the terms and conditions listed below.

Select a location
Select an audience type
You need to select your audience type.
You need to select your audience type.

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

You need to select your audience type.
For Canada and Australia select:
Skip to main content

Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

Menu

Canaccord Genuity Global Equity Fund

The Canaccord Genuity Global Equity Fund is an actively managed fund comprising of stocks and shares in great businesses from around the world.

Managed by Canaccord Genuity Asset Management, the Canaccord Genuity Global Equity Fund utilises our in-house fund management capabilities. The aim of the fund is to generate capital growth over the long term.

The fund adopts a bottom-up approach to stock picking, seeking high-quality businesses with a competitive edge. This can be a result of market leadership, technological advantage, or strong brand recognition, which often takes years to establish and is not easy to replicate. Typically, these companies are profitable and generate positive cash flows, which they can reinvest to drive future growth.

We prefer companies that are supported by long-term structural growth drivers, whether this is the accelerated adoption of technology, increasing global wealth or a shift to more sustainable materials.

The fund looks for opportunities across the market cap spectrum provided they have a minimum free float of at least US$1bn. The portfolio will not be concentrated in any specific region or industry sector. It is envisaged that the portfolio will be relatively diversified, generally comprising between 50 and 100 stocks.

We take a long-term view and in theory would like to hold stocks and shares in companies for as long as possible. However, we do not adopt a buy and hold forever approach. We believe it is important to maintain flexibility so we can take advantage of opportunities when they arise. Similarly, if a company is not delivering against our expectations, we will evaluate whether it is time to sell.

This fund is suitable if your clients have a high investment risk tolerance.

  

Investment fund documents

Find all the information you need about our funds, including their prospectus, supplement, key investor information document, factsheet and application form.

Fund literature

How to invest in our Canaccord Genuity Global Equity Fund

To access the Canaccord Genuity Global Equity Fund the minimum investment is GBP 5,000 (or currency equivalent).

If you or your clients would like to learn more about our Canaccord Genuity Global Equity Fund, or wish to access our application forms, visit our fund literature page here.

Investments in smaller companies, including AIM stocks, carry a higher degree of risk than investing in more liquid shares of larger companies, so they may be difficult to sell at the time you choose. Investments in smaller companies are more volatile and, while they can offer great potential, growth is not guaranteed.

Our people

Photo of Will Rosier

Will Rosier

Investment Analyst

Will has a degree in Aerospace Engineering from the University of Bath. He works directly with Sid Chand Lall on the Canaccord Genuity Global Equity Fund and the Marlborough Multi Cap Income Fund. He joined the Hargreave Hale investment team in September 2015.

Visit the Canaccord Genuity Asset Management website

LinkedIn
View profile
Photo of Siddarth Chand Lall

Siddarth Chand Lall

Fund Manager

Having joined Giles Hargreave in 2007 to work on the Marlborough Special Situations Fund, I then designed and launched the Marlborough Multi Cap Income Fund in 2011 and remain lead manager. The Marlborough Multi Cap Income Fund became the first of our funds to cross £1bn in AUM for both Marlborough and Hargreave Hale and was acquired by Canaccord Genuity in 2017.  It was ranked top in its peer group in 2013 and top quartile for total returns over 1, 3, 5, and 10 years by the end of 2021. My expertise has always been on small mid cap stocks, but it has grown to build on my initial experience of European (including UK) equities.

I have co-managed the CG Global Equity Fund with William Rosier since 2021. I have been involved with the industry panels via the QCA, helping on various consultations and as a judge for some of the smaller company awards. I am a trustee of the Oundle School Foundation and a chartered fellow of the CISI.

Visit the Canaccord Genuity Asset Management website

View profile

How can we help?

If you'd like to know more about our Canaccord Genuity Global Equity Fund or would like to know more about our services, speak to one of our team. We'll be delighted to give you more details.

Get in touch

Investment involves risk. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Our portfolios are designed to work over a typical investment cycle of seven to ten years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

 

Want to know more?Get in touch

  

Find out more about our Canaccord Genuity Global Equity Fund.

Click here to read our privacy policy.

 

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.