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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
Photo of Siddarth Chand Lall

Siddarth Chand Lall

Fund Manager

Sid has been the manager of the Canaccord Genuity Global Equity Fund since February 2021.

A highly experienced fund manager, he joined Hargreave Hale in 2007 to work with Giles Hargreave on the Marlborough Special Situations Fund.

He was instrumental in the portfolio construction and launch of the Marlborough Multi Cap Income Fund in July 2011, working with Marlborough Fund Managers. Sid continues to manage the Marlborough Multi Cap Income Fund as well as the Canaccord Genuity Global Equity Fund.

Visit the Canaccord Genuity Asset Management website

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.

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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.