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Veritas Global Real Return GBP B

Ranked 1 out of 26 in - Multi Strategy over 36 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 Sub-Funds objective is to deliver real returns over the medium and longer term. The Sub-Fund aims to achieve its investment objectives by investing in global equities, bonds, cash and derivatives. The markets and exchanges invested in will be global and generally cover developed markets and economies, although investment may also be made in emerging markets. The target is to achieve a return on a compound annualised basis exceeding OECD G7 CPI plus 4% per annum.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 31/12/2015 - 31/12/2018
  • Rank 1/26 Total Return
  • Rank 25/26 Standard Deviation
  • Rank 18/26 Max Drawdown
Fund Name Currency Return
1 Veritas Global Real Return GBP B GBP

32.1%

2 Sanlam FOUR Multi-Strategy Founder GBP GBP

12.7%

3 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

10.0%

4 JPM Global Macro Opportunities A Net Acc GBP

8.6%

5 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.5%

Fund Name Currency Risk
22 JPM Global Macro Opportunities A Net Acc GBP

7.2

23 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

7.4

24 Artemis Strategic Assets R Acc GBP

8.9

25 Veritas Global Real Return GBP B GBP

9.7

26 Odey Odyssey GBP I Inc GBP

14.1

Fund Name Currency Loss
16 Aviva Investors Multi-Strategy Target Return 1 Acc GBP

-9.1%

17 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-9.3%

18 Veritas Global Real Return GBP B GBP

-9.9%

19 Aviva Investors Multi-Strategy Target Income 1 GBP

-10.0%

20 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.2%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 1.6% -5.9% 8.5% 5.6% -5.8%
2017 7.4% 4.9% 4.5% -1.4% -0.6%
2016 21.1% 6.6% 5.4% 5.6% 2.1%
2015 4.6% 5.4% -4.0% -2.3% 6.0%
2014 8.1% 3.2% 0.8% 1.8% 2.2%
2013 7.6% 6.8% 0.6% 0.4% -0.3%
2012 3.2% 2.5% -1.7% 2.4% 0.1%
2011 0.0% -0.8% 2.4% -6.3% 5.1%
2010 -3.2% 2.2% 5.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2018

Top 10 Holdings

Stock Size
Charter Communications Inc ORD 6.57%
Cigna Corp ORD 5.06%
CVS Health Corp ORD 4.09%
Thermo Fisher Scientific Inc ORD 3.92%
UnitedHealth Group Inc ORD 3.90%
American Express Co ORD 3.63%
Safran SA ORD 3.48%
Philip Morris CR as ORD 3.42%
Unilever NV DR 3.41%
Reckitt Benckiser Group PLC ORD 3.39%
31/10/2018

Registered For Sale In

  1. Ireland
  2. Singapore
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date08/01/2010
  • Share Class size232Mn
  • Base currencyGBP
  • ISIN IE00B51M0870

Purchase Info

  • Min. initial investment7,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

Related News

Veritas veteran exits fund role to focus on strategy

Veteran to focus on chairman role as London-based boutique outlines expansion initiatives.

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