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Huntress Global Income

Ranked 22 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Robert Tannahill

Robert Tannahill joined Ravenscroft Investment Management Limited in January 2010 as a portfolio manager, having been with the firm since 2006. Robert has primary responsibility for cautious mandates, the Huntress Global Income Fund and direct fixed-income mandates. Robert was educated at Gunnersbury School, Ealing and Exeter University. He holds the CISI Diploma, is a Chartered Fellow of the Chartered Institute for Securities and Investment and is a Chartered Wealth Manager.

Objective

The Fund’s objective is to provide investors with an income yield that competes with prevailing cash rates while delivering some capital growth. This income stream can be re-invested to provide a total return. The fund invests in a global portfolio of bonds and dividend paying equities with an emphasis on quality and value

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.8%
2018 -3.2% -2.3% 0.3% 1.4% -2.5%
2017 4.6% 2.2% 1.0% 0.1% 1.2%
2016 9.6% 3.5% 4.0% 3.1% -1.2%
2015 0.7% 3.0% -3.3% -1.2% 2.3%
2014 6.4% 1.4% 1.5% 1.3% 2.1%
2013 3.7% 5.5% -3.5% 1.1% 0.9%
2012 10.3% 3.2% 1.2% 3.4% 2.0%
2011 -0.6% 1.6% 0.6% -3.5% 0.8%
2010 8.7% 4.3% -2.2% 13.5% -6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date01/10/2009
  • Share Class size37Mn
  • Base currencyGBP
  • ISIN GG00B4KZSS63

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Related News

Stephen Lansdown-backed firm to launch UK fund range

Guernsey-based Ravenscroft is to launch onshore versions of its four-strong Huntress fund range through its UK subsidiary.

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