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Tideway Real Return A GBP

Ranked 13 out of 13 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Peter Doherty

Peter Doherty joined Tideway in 2010 to lead the firm's asset management team and is now the largest shareholder in the business. Peter is the lead portfolio manager of Tideway's inhouse UCITS funds, chairs Tideway's investment committee and is active in the firm's business development. Born in Sheffield, Peter graduated from Oriel College, Oxford with a degree in Engineering and has 30 years' experience in the fixed income credit markets. He has held senior positions at Goldman Sachs, Bear Stearns, Bank of America, Solent Capital and Markit.

Objective

The Fund aims to deliver positive absolute return net of fees on a rolling 12-month basis. The Fund has a Target Return of 3-month GBP Libor plus 3% p.a. net of fees on a rolling three year basis. The Fund will invest primarily in debt and debt-related securities (60-80%), in equities and equity-related securities (20-40%), which are listed or traded on a Recognised Exchanges worldwide as further detailed below.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 28/02/2018 - 28/02/2019
  • Rank 13/13 Total Return
  • Rank 13/13 Standard Deviation
  • Rank 13/13 Max Drawdown
Fund Name Currency Return
9 BlackRock Absolute Return Bond P Acc GBP

-1.3%

10 Schroder Absolute Return Bond A Acc GBP

-1.8%

11 Invesco Global Unconstrained Bond A Acc GBP GBP

-2.2%

12 BNY Mellon Absolute Return Bond X GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.2%

13 Tideway Real Return A GBP GBP

-6.8%

Fund Name Currency Risk
9 Royal London Duration Hedged Credit Z Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.4

10 BNY Mellon Absolute Return Bond X GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

2.4

11 Invesco Global Unconstrained Bond A Acc GBP GBP

2.7

12 Schroder Absolute Return Bond A Acc GBP

3.2

13 Tideway Real Return A GBP GBP

4.4

Fund Name Currency Loss
9 BMO Global Absolute Return Bond F Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

10 Invesco Global Unconstrained Bond A Acc GBP GBP

-3.8%

11 Schroder Absolute Return Bond A Acc GBP

-4.0%

12 BNY Mellon Absolute Return Bond X GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.3%

13 Tideway Real Return A GBP GBP

-9.0%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -8.1% 0.6% -2.8% -1.0% -5.1%
2017 9.0% 2.6% 3.5% 1.0% 1.6%
2016 4.1% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date29/04/2016
  • Share Class size48Mn
  • Base currencyGBP
  • ISIN IE00BYWZXV22

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

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

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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).