Smart Beta Low Vol Glbl Equity Income X SInc GBP

Ranked 89 out of 100 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Boyan Filev


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


Global Equity Income over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.4%
2018 -6.2% -4.3% 6.0% 4.0% -11.1%
2017 1.4% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date02/05/2017
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1581389720

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0


  • Annual management0.25%
  • 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).