Smart Beta Low Vol Glbl Equity Income I SInc EUR

Ranked 92 out of 99 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Boyan Filev

Objective

The Funds investment objective is to achieve income, with the potential for long-term capital growth, by investing primarily in equities and equity related securities of companies worldwide. The Fund will use a variety of quantitative techniques, based on statistical and numerical analysis, adopting a disciplined and rigorous approach to both stock selection and portfolio construction, whilst seeking to achieve a reduced level of volatility compared to that of the MSCI All Country World Index over a market cycle, typically three to five years.

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 4.9%
2018 -6.1% -4.3% 5.8% 4.5% -11.2%
2017 1.4% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date02/05/2017
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1581389480

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.25%
  • Initial investment0.25%

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