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VT Woodhill UK Equity Strategic Inc

Ranked 29 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Paul Wood

Paul Wood is a director at Woodhill Asset Management LLP based in Bath. Prior to joining the firm in 2013, he was a portfolio manager and partner at Sloane Robinson Investment Management. Paul currently deals in UK equities, using a strategic investment style. He graduated from the London School of Economics where he gained a 1st class Honours degree in Economics and Government & History and Cambridge University with an MPhil in the History & Philosophy of Science. Outside of work, Paul lists the theatre among his interests.

Objective

The investment objective of the Fund is to provide a positive capital return over a 12 month period, regardless of market conditions, with a lower level of volatility returns than the UK equity markets on average. Capital is at risk and there is no guarantee that a positive return will be achieved over a 12 month, or any, period. The Fund will aim to achieve its objective by principally investing in a portfolio of UK equities. The Fund may also invest in transferable securities, money market instruments, deposits, cash and near cash. There is no particular industry or economic sector focus.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.2%
2018 0.2% 1.3% 0.1% 3.6% -4.6%
2017 6.9% 0.8% 2.9% 1.7% 1.4%
2016 -8.7% -6.6% -2.4% -0.3% 0.4%
2015 -5.7% -1.7% -5.1% 1.7% -0.6%
2014 3.5% 3.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GBP Cash 14.04%
BP PLC ORD 7.10%
Royal Dutch Shell PLC ORD 6.31%
HSBC Holdings PLC ORD 6.15%
AstraZeneca PLC ORD 6.01%
Unilever PLC ORD 3.59%
Diageo PLC ORD 3.32%
Compass Group PLC ORD 3.03%
Lloyds Banking Group PLC ORD 2.86%
Rio Tinto PLC ORD 2.62%
28/02/2019

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date02/06/2014
  • Share Class size27Mn
  • Base currencyGBP
  • ISIN GB00BMTRT641

Purchase Info

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

Charges

  • Annual management1.00%

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