Perterra Global Equity C

Ranked 261 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

John Hock

Objective

The objective of the Fund is to achieve long-term growth of principal and income by investing primarily in a diversified portfolio of global equity securities which shall principally be listed, traded or dealt in on one or more of the Regulated Markets. The Fund may also invest in transferable securities (other than equity securities) and financial derivative instruments.

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 7.2%
2018 -1.1% -3.7% 5.9% 6.4% -8.9%
2017 5.4% 3.5% 1.7% -1.1% 1.3%
2016 32.4% 3.3% 10.3% 9.9% 5.7%
2015 3.9% 9.3% -3.9% -6.4% 5.7%
2014 7.7% -0.8% 1.7% 2.6% 4.1%
2013 21.0% 16.7% -0.3% 0.6% 3.4%
2012 6.9% 6.5% -3.8% 3.6% 0.8%
2011 -7.2% -0.2% -1.3% -10.2% 4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/10/2010
  • Share Class size82Mn
  • Base currencyGBP
  • ISIN IE00B4WTZZ29

Purchase Info

  • Min. initial investment750,000
  • 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).