Waverton Global Core Equity A USD

Ranked 118 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

George M. Palmer

Peter Rutter

Peter Rutter is head of equities at Royal London Asset Management as well as head of the global equities team, and a senior portfolio manager with over 14 years of experience. Prior to joining RLAM, Rutter was head of global equities at Waverton Investment Management, where he worked alongside Kenney and Clarke under the same team construct. Prior to this, he was a partner at IronBridge Capital Management for six years, where he co-managed the £3 billion IronBridge Global Select equity strategy. Previously, he worked closely with Kenney in the global equities team at Deutsche Asset Management. Rutter graduated from Christ’s College, Cambridge University, with a starred double first class degree in Geography. He is a CFA charterholder and a chartered management accountant (CGMA).

Objective

The Fund aims to achieve growth on your investment by investing in a diversified portfolio of companies worldwide which the investment manager believes create wealth at the company level through the efficient allocation of capital. It is intended that the Fund will hold 150-250 positions in companies worldwide, with the number varying from time to time.

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 10.7%
2018 -2.6% -5.4% 9.2% 5.8% -11.0%
2017 11.8% 4.6% -0.1% 1.4% 5.5%
2016 28.0% 3.2% 8.3% 7.6% 6.5%
2015 3.9% 6.9% -6.2% -5.2% 9.3%
2014 1.5% 2.8% 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date06/03/2014
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BHCQKG06

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%

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