Global Leaders (GL)
"Competitive advantage is perhaps the most critical element enabling a business to sustain leadership and growth. It is also rare. When it is found in an attractive business space, there is the potential for sustained wealth creation that compounds over many years. Our entire process is built around seeking these types of opportunities, and owning them for the long term."
Sunil H. Thakor, CFA
Co-Portfolio Manager, Global Leaders Strategy
- Investment Results
- Top 10 Holdings
- Regional Exposure
- Portfolio Manager
- UCITS Investors
- UCITS Investors
Inception date is March 31, 2017 and periods over one year reflect annualized results. Sands Capital claims compliance with the Global Investment Performance Standards (GIPS®). The performance shown is that of the Sands Capital Global Leaders Equity Composite (GLEC). GIPS®-compliant presentations and additional disclosures for the composite may be found at Sands Capital Annual Disclosure Presentation. The performance shown is compared to the MSCI All Country World Index (MSCI ACWI) – a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. Broad-based securities indexes are unmanaged and are not subject to fees and expenses typically associated with managed accounts or investment funds. Investments cannot be made directly in a broad-based securities index. Differences in account size, timing of transactions and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Differences in the methodology used to calculate performance may also lead to different performance results than those shown. Past performance is not indicative of future results. Information shown is not intended as a forecast or guarantee of future results and is subject to change. The investment results presented are net of advisory fees and reflect the reinvestment of dividends and any other earnings.
Inception date is March 31, 2017 and periods over one year reflect annualized results. Sands Capital claims compliance with the Global Investment Performance Standards (GIPS®). The performance shown is that of the Sands Capital Global Leaders Equity Composite (GLEC). GIPS®-compliant presentations and additional disclosures for the composite may be found at Sands Capital Annual Disclosure Presentation. The performance shown is compared to the MSCI All Country World Index (MSCI ACWI) – a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. Broad-based securities indexes are unmanaged and are not subject to fees and expenses typically associated with managed accounts or investment funds. Investments cannot be made directly in a broad-based securities index. Differences in account size, timing of transactions and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Differences in the methodology used to calculate performance may also lead to different performance results than those shown. Past performance is not indicative of future results. Information shown is not intended as a forecast or guarantee of future results and is subject to change. The investment results presented are net of advisory fees and reflect the reinvestment of dividends and any other earnings.
| Business Space | Held Since | |
|---|---|---|
| Adobe | Integrated Software and Services | 2017 |
| Alimentation Couche-Tard | Convenience Stores | 2017 |
| HDFC Bank | Commercial Banks | 2017 |
| Keyence | Industrial Sensors and Controls | 2017 |
| Recruit | Integrated Human Resources Services | 2017 |
| Safran | Aerospace Engines and Aftermarket Parts | 2017 |
| Salesforce | Software-as-a-Service | 2017 |
| TransDigm | Aerospace Component Designer and Manufacturer | 2017 |
| Visa | Payment Processing | 2017 |
| Zoetis | Animal Health Pharmaceuticals | 2017 |
These holdings are based on the Global Leaders Equity Composite (GLEC). They are the ten largest holdings by portfolio weight, listed in alphabetical order. The representative holdings, dated March 31, 2019, account for 40.6% of the representative portfolio’s investments. Holdings may change at any time and should not be considered a recommendation to purchase or sell any particular security. You should not assume that any of the holdings were or will be profitable. GIPS®-compliant presentations and additional disclosures for the composite may be found at Sands Capital Annual Disclosure Presentation.
| GL (%) | MSCI ACWI (%) | |
|---|---|---|
| U.S./Canada | 61.3 | 58 |
| W. Europe | 13.6 | 19 |
| Developed Asia | 12.8 | 11 |
| Emerging Asia | 10.1 | 8.8 |
| Latin America | - | 1.4 |
| Middle East & Africa | - | 1.1 |
| E. Europe (includes Russia) | - | 0.7 |
| [Cash] | 2.2 | - |
The information shown is that of the Sands Capital Global Leaders Equity Composite (GLEC) and the MSCI All Country World Index (MSCI ACWI). The index represented will differ in characteristics, holdings, and sector weightings from that of the composite. GIPS®-compliant presentations and additional disclosures for the composite may be found at Sands Capital Annual Disclosure Presentation.
Global Leaders Portfolio Manager
The Global Leaders Portfolio is managed by Sunil H. Thakor, CFA, and Michael F. Raab, CFA. They work diligently to implement our investment philosophy, constructing a portfolio of what we believe are 30 to 50 leading growth businesses. Sunil and Mike are supported by our globally integrated research team.
Michael F. Raab, CFA
Portfolio Manager
Sr. Research Analyst
Associate Director of Research
Joined Sands Capital in 2007
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• Sands Capital US Select Growth UCITS Fund
• Sands Capital Global Growth UCITS Fund
• Sands Capital Global Leaders UCITS Fund
• Sands Capital Emerging Markets Growth UCITS Fund
Certain share classes of the offshore fund described in the following pages are registered for sale only in Finland, Norway, Singapore, South Africa, Sweden, and Switzerland. The offering of shares is not a public offer in Norway, and these materials are for the recipient only and may not in any way be forwarded to any other person or to the public in Norway. It is your responsibility to be aware of the applicable laws and regulations of your country. Further information is available in the Prospectus, relevant country supplement or other constitutional document for the fund. The following pages do not constitute an offer or solicitation to sell shares in any of the funds referred to on this site, by anyone in any jurisdiction in which such offer, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation. Applications to invest in the fund referred to on this site must only be made on the basis of the documents relating to the specific investment (e.g., Prospectus or other applicable terms and conditions). As a result of money laundering regulations, additional documentation for identification purposes may be required if you make an investment. Details are contained in the Prospectus or other constitutional document. If you are unsure about the meaning of any information provided or whether you are entitled to proceed, please consult your financial or other professional adviser. The information contained on this site is published in good faith but no representation or warranty, express or implied, is made by Sands Capital Management or by any person as to its accuracy or completeness and it should not be relied on as such. You should review the Prospectus and other constitutional documents prior to making any investment decision. No information on this site constitutes investment, tax, legal, investment or any other advice. Sands Capital Management shall have no liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up, and are not guaranteed. You may not get back the amount you invested. Rates of exchange may cause the value of the investments to go up or down. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. For your protection, telephone calls are usually recorded and may be used in the event of any complaint or dispute between us. The views expressed herein do not necessarily reflect the views of the Sands Capital Management as a whole or any part thereof, and are not intended nor should they constitute investment or any other advice. ©2019 Sands Capital Management LLC. All Rights Reserved.
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PROSPECTUS AND RELATED DOCUMENTS
Sands Capital Funds plc Prospectus
Sands Capital Funds plc Annual Report & Audited Financial Statements
Sands Capital Funds plc Semi-Annual Report
Sands Capital Funds plc Constitution
Sands Capital Funds plc Remuneration Policy
Sands Capital Funds plc UK Reporting Status
KEY INVESTOR INFORMATION DOCUMENTS (KIIDS)
A US Dollar Accumulating Class (IE00BFNWMH87)
A Euro Accumulating Class (IE00BFNWMJ02)
A Sterling Accumulating Class (IE00BFNWMK17)
APPLICATION FORM
A Accumulating Classes (US Dollar, Euro, Sterling)
A Accumulating Classes (US Dollar, Euro, Sterling) Additional Application
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