Aberdeen Standard Capital (Offshore) Global Equity Inc

Ranked 246 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Tammy Hall

Tammy Hall moved to Standard Life Wealth following the acquisition of the Newton private client business in 2013 and manages portfolios for pensions and private clients. She joined Newton in 2008 and has over eight years of investment experience. Hall is a CFA charterholder and a member of the Chartered Institute for Securities and Investments. She holds the Investment Management Certificate, the Private Client Investment Advice and Management Certificate, the Chartered Institute for Securities and Investments Diploma and graduated from Curtin University of Technology.

Objective

The fund aims to provide investors with long term capital growth together with an element of income by investing primarily in a diversified portfolio of global equity assets. The investment team will maintain a diverse asset mix at country, sector and stock level, with the regional, country and sector weightings within the portfolio being a by-product of the underlying stock exposure. Their primary focus is on stock selection to try to take advantage of opportunities they have identified. Due to the unconstrained nature of the fund investors must be willing to accept a relatively high degree of stock specific risk. It will invest in companies of all sizes (eg small, medium and large companies) and in any industry (eg pharmaceuticals, financials etc) with complete freedom to invest without reference to any benchmark or index. Additionally the fund will typically invest in fewer than 70 company shares and limit investment in other mutual funds to 10%.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.6%
2018 -7.5% -6.5% 10.4% 3.0% -13.0%
2017 9.0% 4.9% 1.5% 0.2% 2.2%
2016 15.7% -1.5% 5.6% 8.1% 2.9%
2015 9.4% 9.5% -5.4% -4.4% 10.4%
2014 7.1% -2.2% 1.8% 2.5% 4.9%
2013 21.4% 18.6% 0.9% -1.6% 3.2%
2012 7.2% 6.4% -1.2% 3.1% -1.1%
2011 -8.4% 0.3% -0.5% -12.0% 4.4%
2010 19.1% 7.1% -7.1% 8.0% 11.0%
2009 20.3% -6.3% 3.0% 17.9% 5.7%
2008 -22.6% -7.5% 1.8% -13.1% -5.3%
2007 15.8% 0.9% 4.8% 3.7% 5.6%
2006 3.6% 9.4% -9.5% 0.8% 3.8%
2005 27.9% 3.2% 6.9% 11.2% 4.3%
2004 8.9% -0.6% 0.5% 2.1% 6.7%
2003 23.3% -4.3% 13.9% 5.7% 7.1%
2002 -34.4% 1.9% -16.3% -24.7% 2.1%
2001 -15.1% -10.4% 4.5% -21.8% 15.9%
2000 -11.5% 7.9% -4.5% -3.4% -11.0%
1999 56.1% 9.2% 9.3% -3.0% 34.9%
1998 -15.9% 19.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/04/1998
  • Share Class size20Mn
  • Base currencyGBP
  • ISIN GB0000570407

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).