Gerrit Smit

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Gerrit Smit

Academic Background

  • Hons B.Com. University of Stellenbosch and the University of South Africa. PSM qualification. Business School of the University of Stellenbosch.

Professional Background

  • 25 years’ investment experience as an Equiy Analyst, Chief Investment Strategist and Chief Investment Officer. Sanlam, London.

Showcase Investment Fund

Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.
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Showcase Investment Fund

Stonehage Fleming Global Best Ideas

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Investment Strategy

Valuation conscious investing using fundamental analysis

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ISIN

IE00BCLYMC02

Showcase Investment Fund

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AUM

£ 2,226,200,000

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Class

Class B

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Ongoing Charges

0.84%


10 Main Holdings

Holdings % of Fund
PayPal 6.70%
Alphabet 5.70%
Microsoft 5.20%
Adobe 5.10%
Nike 5.10%
Amazon 4.80%
Visa 4.50%
Zoetis 4.30%
Accenture 4.10%
LVMH 4.00%

Table of Returns

The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.

as at: 30 June 2021

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

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Start Date

16 August 2013

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Total Years

7

Total Returns

Total Annualised
Since Inception 209.16% 15.5%
10 Year Return
5 Year Return 100.26% 14.9%

Benchmark(s) Returns

Total Annualised
Since Inception 160.36% 12.99%
10 Year Return
5 Year Return 87.03% 13.34%

Relative Returns

Total Annualised
Since Inception 48.8% 2.51%
10 Year Return
5 Year Return 13.23% 1.56%

Benchmark(s)

MSCI World, Net €

List of Funds

All equity funds managed by the fund manager

Fund Region Market Cap Focus AUM Notes
Stonehage Fleming Global Best Ideas Global £ 2,226,200,000 -