Our Global Equity Management teams actively manage a number of discretionary, long-only equity funds. These funds employ a bottom-up approach to stock selection, aiming for long-term capital growth. Our flagship fund, the Global Best Ideas Equity Fund (GBI), is a concentrated portfolio of best-in-class global companies. Each of these companies possesses a well-established and sustainable competitive edge, acquired at an attractive valuation. Our equity teams operate from key locations in London, Zurich, and South Africa
Our other equity funds follow the same investment philosophy and investment strategy.
The Stonehage Fleming Worldwide Flexible Prescient Fund mirrors 80% of our GBI fund, with 20% allocated to our best ideas listed in South Africa.
The Stonehage Fleming Equity Prescient Fund exclusively targets our top South Africa listed businesses.
“Our investment philosophy focuses on identifying and investing in best-in-class businesses for their quality, strategic competitive edge and value. We believe that by building a portfolio of such businesses, we can achieve a consistently favourable return on investment over time” – Gerrit Smit
Awards
Fund Category
Regions and markets
FUNDS
Stonehage Fleming Worldwide Flexible Prescient Fund
Multi-asset flexible
South Africa
Fact Sheet
Stonehage Fleming Global Best Ideas Fund Class D
Equity General
Global
Fact Sheet
Stonehage Fleming Global Best Ideas Equity Prescient Feeder Fund
Equity General
South Africa
Fact Sheet
Stonehage Fleming Global Best Ideas Equity Fund Class B
Equity General
Global
Fact Sheet
Stonehage Fleming Equity Prescient Fund
Equity General
South Africa
Fact Sheet
VIDEOS
Highlights from the South Africa FIC - Gerrit Smit and Johan Barkhuysen
Video Highlights from the South Africa Family Investment Conference - Gerrit Smit (Equity Management)
The Global Best Ideas (GBI) Equity Strategy
Conviction in portfolio construction - Kelly Ward
Trends or themes in the SA Equity market – JP du Plessis
MEDIA
Domestic focused SA companies share prices well positioned for an extended run