St. James's Place Worldwide Income GBP Acc

Ranked 8 out of 101 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Blake Hutchins

Abrie Pretorius

Clyde Rossouw

Clyde is a portfolio manager at Investec Asset Management with a focus on absolute return investing. His portfolio manager duties include the Investec Opportunity Fund unit trust. Clyde joined Investec Asset Management in November 1999 as an asset allocation and sector allocation strategist. Prior to Investec Asset Management, Clyde was awarded a bursary by Sanlam and worked in their group for eight years, including five years in asset management. His experience in investments includes fixed income analysis and portfolio management. Clyde completed his Bachelor of Science (Statistics and Actuarial Science) degree at the University of Cape Town in 1991. He was awarded the Certificates in Actuarial Techniques (1995), and Finance and Investments (1997) by the Institute of Actuaries in London, and gained his Chartered Financial Analysts qualification in 1999.

Objective

The fund aims to provide income. The fund predominantly invests in global company shares, but may also hold other assets such as cash.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 -2.9% -7.6% 9.2% 4.7% -8.0%
2017 7.3% 6.9% 0.6% -3.4% 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/10/2016
  • Share Class size245Mn
  • Base currencyGBP
  • ISIN GB00BZ5Z1C39

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment150

Charges

  • Annual management1.90%
  • Initial investment0.00%

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