About JGQIX
Jensen Global Quality Growth Fund I is a mutual fund focused on achieving long-term capital appreciation by investing primarily in a concentrated portfolio of U.S. and international equities. Managed by Jensen Investment Management, the fund employs a rigorous quality-driven process, selecting companies that have consistently generated a return on equity of at least 15% annually over the past decade and possess sustainable competitive advantages, strong financial health, and the potential for enduring business performance. The fund typically holds 25 to 30 stocks, favoring large-cap and mega-cap firms across diverse sectors such as technology, financial services, consumer cyclical, and communication services. Notable holdings often include industry leaders like Microsoft, Aon PLC, Taiwan Semiconductor Manufacturing, Accenture, and Alphabet. Designed for institutional investors, the fund emphasizes low turnover and a disciplined sell strategy, aiming to maintain a high-conviction portfolio with reduced risk relative to broader markets. Jensen Global Quality Growth Fund I is recognized for its commitment to quality investing and serves investors seeking exposure to a select group of leading global businesses distinguished by their resilience and profitability.
Fund Family Jensen
Category World Large-Stock Growth
Stock Exchange NASDAQ
Ticker Symbol JGQIX
Share Class - I Shares
Index MSCI AC World NR USD
JGQIX had a total return of 9.32% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.39%.
