Irish Life Setanta Global Equity

The Setanta Global Equity Fund invests mainly in equities, meaning shares of companies. It holds stocks from around the world and is managed actively by Setanta Asset Management. The fund focuses on companies that Setanta believes offer good value and strong long-term business prospects.

The Setanta Global Equity Fund uses an active, value-oriented approach. Setanta Asset Management carries out detailed analysis before choosing holdings, looking for companies it believes are undervalued relative to their business prospects. This means the portfolio is built from individual stock selection rather than simply tracking an index.

The Setanta Global Equity Fund is diversified across several sectors, including Information Technology, Financials, Consumer Discretionary, Industrials, and Communication Services. Its top holdings include companies such as Taiwan Semiconductor Manufacturing, Alphabet, Microsoft, Samsung Electronics, and Meta Platforms. The mix suggests a portfolio with exposure to large global businesses across technology and other industries.

The Setanta Global Equity Fund invests globally, with exposure across regions including the US, Eurozone, emerging markets, Europe ex Eurozone ex UK, the UK, Japan, and other markets. That broad spread means the fund is not tied to one country or one region. It may also expose investors to currency exchange rates, which means changes in foreign currencies can affect the fund's returns.

The Setanta Global Equity Fund is actively managed rather than passively tracked, so Setanta Asset Management makes individual buying decisions based on its research. Its value manager style means it seeks companies it believes are attractively priced and backed by solid long-term prospects. Investors looking for a researched, stock-picking global equity fund may find that approach distinctive.