MW-GEQ-A · Global equity · Class A
Meridian Global Equity Fund
Morningstar ★★★★#1 in peers YTDRisk 5 / 7
USD 11.9600
verified
Stable, with small drawdownsDownside resilience better than 75% of peers
1-yr return21.17%
3-yr return14.68%
Fund sizeUSD 3.45B
History
Since inception ▲ 144.21%
PeriodReturn
Allocation
As of 27 Oct
Top holdings
10 stocks · 41.5%Risk statistics
Stable, with small drawdowns
Risk-adjusted returnAbove 95% of peers
Downside resilienceAbove 75% of peers
Volatility21.54%
Sharpe ratio0.72
Max drawdown18.42%
Fund profile
Overviewchevron_rightInception28 Nov 2014
Fund sizeUSD 3.45B
Minimum investmentUSD 1,000.00
Fund managerAlex Morgan
Trading rules
Feeschevron_right- BuyOrder day · cut-off 15:00 HKT
- ConfirmedT+1 business day
- Units availableT+2 business days
Subscription fee 0.1% · Redemption fee 0%
Documents
Discussion
16 commentsJLJordan Lee10 min ago
I try to stick with my research when prices move against me. The hard part is knowing when the original case has changed.
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MRMorgan Reed32 min ago
Writing down why I bought helps. I can check the original reasoning instead of reacting to the latest price.
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