Causeway Global Value UCITS USD

Ranked 51 out of 99 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Objective

To seek long-term growth of capital and income. The Fund invests primarily in common stocks of companies in developed countries located outside the United States and of companies in the United States. Normally, the Fund invests the majority of its total assets in companies that pay dividends or otherwise seek to return capital to shareholders, such as by repurchasing their shares.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.1%
2018 -5.6% -6.7% 8.8% 7.5% -13.6%
2017 9.6% 6.0% -1.4% 0.9% 4.0%
2016 26.1% 0.5% 7.7% 9.5% 6.4%
2015 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date13/08/2015
  • Share Class size390Mn
  • Base currencyUSD
  • ISIN IE00BWT3P530

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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