Nedgroup IF Global Equity A

Ranked 60 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Andy Headley

Andy Headley is currently director, fund manager and head of research at Veritas Asset Management (UK) Limited. He joined the company in 2003. He started his career in the financial services in 1993 when he worked as a tax consultant for PriceWaterhouse. After three years he joined Newton Investment Management as an analyst and portfolio manager, and in 2001 he joined WP Stewart where he held the same positions. He studied accountancy at University and is a qualified chartered accountant

Objective

The Sub-Fund is designed for long-term investors who wish to build capital over a number of years through investment in a focused portfolio of global companies. The Sub-Fund principally invests in equities, irrespective of specific geographical location, throughout the world. Investments may also be made in equity related securities comprising convertible bonds with equity linked notes which bonds shall be fixed and/or floating rate and investment grade although any such investment would not be a significant part of the portfolio. The Sub-Fund will not invest in leveraged notes.

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 9.9%
2018 -0.2% -6.4% 9.5% 8.3% -10.1%
2017 12.1% 6.9% 4.8% -0.3% 0.3%
2016 22.4% 3.9% 7.1% 6.0% 3.8%
2015 7.6% 6.4% -3.8% -4.1% 9.7%
2014 12.5% 3.3% 1.1% 3.7% 3.9%
2013 20.5% 12.7% 3.7% -0.3% 3.4%
2012 4.4% 6.2% -3.4% 3.0% -1.2%
2011 2.1% 2.2% 1.6% -8.2% 7.0%
2010 6.8% 8.1% -12.0% 7.0% 4.9%
2009 12.4% -14.0% 3.3% 19.8% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa
  2. United Kingdom

Fund Info

  • Launch date22/10/2008
  • Share Class size973Mn
  • Base currencyUSD
  • ISIN IE00BKXGF763

Purchase Info

  • Min. initial investment4,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.50%
  • Initial investment3.00%

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