Veritas Global Equity Income GBP A

Ranked 22 out of 101 in - Global Equity Income 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

Charles Richardson

Charles Richardson served in the military for five years. He then started his career in financial services working for County NatWest Investment Management. In 1993 he joined Newton Investment Management where he worked for nine years. In 2003 he co-founded the Real Return Group and subsequently became chairman & chief executive of Veritas Asset Management as well as director of the Real Return Group. He is also the lead manager on the Veritas Global Focus Fund.

Objective

The Fund aims to provide a high and growing level of income and to preserve capital in real terms over the long term. It will seek to achieve its investment objective through investment in a focused portfolio of global companies. The Fund is managed on a stock-by-stock basis, without reference to index weighting.

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 7.2%
2018 -3.4% -7.6% 8.6% 6.0% -9.1%
2017 12.7% 9.0% 4.9% -2.2% 0.8%
2016 29.3% 6.4% 12.8% 5.4% 2.2%
2015 -3.7% 3.0% -2.7% -9.9% 6.6%
2014 1.4% 3.8% 2.6% -1.5% -3.4%
2013 10.8% 9.9% -3.2% 1.7% 2.4%
2012 11.9% 5.9% -0.8% 6.5% 0.1%
2011 1.3% 2.4% 1.5% -9.1% 7.3%
2010 12.8% 5.1% -7.2% 8.6% 6.5%
2009 24.4% -8.4% 8.7% 18.0% 5.8%
2008 -8.5% -5.9% -0.2% -7.0% 4.7%
2007 16.0% 3.1% 4.5% 2.0% 5.6%
2006 14.6% 6.4% -1.1% 3.7% 5.0%
2005 3.4% 3.1% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date28/02/2005
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00B04TTW78

Purchase Info

  • Min. initial investment30,000
  • Min. regular additional investment0

Charges

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

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