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Coram Global Balanced Z

Ranked 367 out of 387 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Peter Geikie-Cobb

Born in 1964, Peter Geikie-Cobb started his fund management career with Aall Investment Management in 1985 before moving to Baring Asset Management where he launched and managed their Global Bond Trust. From 1992 to 2002, Peter held a variety of posts with Mercury Asset Management / Merrill Lynch Investment Managers and was responsible for managing a number of their retail funds and institutional mandates. A brief spell as Head of Global Fixed Income at Insight Investment ended when he joined Thames River Capital in 2003 where he and Paul Thursby shared responsibility for management of the Thames River Global Bond Fund.

James Sullivan

James Sullivan has worked in financial services since 1999 as a founding member of iimia plc. Rapid growth of the business saw the acquisition of Exeter Fund Managers and later the subsequent merger with Miton Asset Management and Midas Capital Partners. James was appointed co-manager of the CF Miton Special Situations and CF Miton Strategic Portfolios in 2008. Having left Miton Group in 2014, James co-founded Coram Asset Management (part of the MitonOptimal group of companies) in September of that year. James is Investment Director and is responsible for managing the Coram multi-asset funds and sits on the MitonOptimal International Investment Management Committee. James is also a frequent contributor in the press and is guest columnist for the FT Group.

Objective

The investment objective of the Fund is to seek to deliver long-term capital growth. The Fund will seek to achieve its objective through its investments, by obtaining exposure to a wide range of asset classes. The Fund may be wholly invested in any of the following asset classes, shares and other securities issued by companies based worldwide, share/units of other funds debt securities (issued by governments or companies), property, cash and other liquid securities.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% 1.1%
2017 3.5% 1.4% 0.7% -0.2% 1.6%
2016 12.9% 3.0% 4.9% 3.8% 0.6%
2015 0.0% 1.1% -1.4% -3.1% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/12/2014
  • Share Class size29Mn
  • Base currencyGBP
  • ISIN IE00BRJL4J95

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.5

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