River & Mercantile Global Recovery B Inc
- Citicode
- IA2O
- Launch Date
- 04-03-2013
- Fund Size
- £197,355,548
- Yield
- 0.80%
- Ongoing Charge
- 1.14%
- Fund Managers
- Eduard Hernandez
Hugh Sergeant
Fund Objective
The investment objective of the Fund is to grow the value of your investment (known as “capital growth”) in excess of the MSCI All Country World Index (ACWI) Net Total Return (the “Benchmark”) over a rolling 5 year period, after the deduction of all fees.
Top 10 Holdings
Asset Class
Fund Manager
Eduard Hernandez
Start Date
31-01-2024
Bio
Eduard Hernandez is the Co-Manager of the RGI Global Recovery strategy and manages the sleeve of international stocks in the RGI UK Recovery Fund. He joined River Global Investors in 2015 having previously worked at Schroders Solutions as an Investment Analyst. Eduard has a First-Class Honours degree in Mathematics from Barcelona University and a Master’s Distinction in Financial Forecasting & Investment from the University of Glasgow. Eduard is a CFA Charterholder and holds the CFA Institute Certificate in ESG Investing.
Fund Manager
Hugh Sergeant
Start Date
04-03-2013
Bio
Hugh Sergeant is one of the founding partners of River Global Investors and has managed the UK Recovery, UK Alpha, Global Recovery and Global Alpha strategies since their inception in 2009, 2006, 2013 and 2021 respectively. Prior to this Hugh worked at Societe Generale Asset Management where he was Head of UK Equities, Manager of the Growth strategy and Co-Manager of the Special Opportunities Fund. Hugh joined from UBS Global Asset Management where he was Head of UK Equities and Chair of the UK Equities Committee. Hugh graduated from the London School of Economics with a degree in Economics.
Data source:
All financial data is supplied by FE
Disclaimer:
Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.