About GQRIX
GQG Partners Global Quality Equity Fund Institutional Shares is an actively managed mutual fund designed to deliver long-term capital appreciation by investing in a diversified portfolio of high-quality companies worldwide. The fund adopts a fundamental approach, focusing on firms with strong financial health, sustainable earnings growth, and robust management teams. Its strategy is style-agnostic, targeting businesses traditionally categorized as both value and growth, and seeks to balance upside opportunity with downside risk management over a full market cycle.
Holding between 35 to 70 equities, the fund spans both developed and emerging markets and applies a flexible selection criteria to capture global opportunities. The portfolio is notably concentrated, with over half its assets in the top ten holdings, including major technology, healthcare, and consumer companies such as NVIDIA, Meta Platforms, Novo Nordisk, Eli Lilly, Apple, and Microsoft. Managed by a seasoned team, the fund is positioned within the global large-stock growth category and is recognized for its adaptive investment process, which leverages both traditional analysis and differentiated research perspectives to identify quality investments. This fund plays a pivotal role for institutional investors seeking global equity exposure with an emphasis on quality and risk mitigation.
Fund Family GQG Partners Inc
Category World Large-Stock Growth
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol GQRIX
Share Class Institutional Shares
Index MSCI AC World TR USD
GQRIX had a total return of 5.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.78%.
