Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Aberdeen Global - World Resources Equity I2 USD

Ranked 77 out of 239 in - Natural Resources over 12 months
All calculations are in USD

Managed by

Stephen Docherty

Global equities expert Stephen Docherty focuses on fundamental analysis, with an emphasis on balance sheet strength when stocking his portfolio. He also looks for low debt to equity ratios and high return on equity. He currently takes responsibility for the Aberdeen World Equity fund and a number of global mandates. A graduate of Aberdeen University, Docherty holds an honours degree in Mathematics and Statistics. He previously worked in the department of actuarial services in the Life Division of Abbey National plc. In 1994 he joined Aberdeen Asset Management and was appointed head of global equities. When not managing money, Docherty enjoys a good round of golf.

Objective

The Fund's investment objective is long-term total return to be achieved by investing at least two-thirds of the Fund's assets in worldwide companies active in the extraction, production, processing and trading of the following products: chemicals, building materials, metals and other raw materials, timber and paper products, containers and packaging as well as companies in the energy resources sector. Furthermore, the Fund may invest in companies which obtain the majority of their revenues by financing the above activities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Natural Resources over : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 -6.7% -0.8%
2014 -11.0% 1.7% 9.0% -7.8% -12.9%
2013 0.2% -2.2% -8.4% 9.7% 1.9%
2012 7.6% 8.6% -10.6% 11.1% -0.3%
2011 -10.5% 6.2% -3.3% -20.7% 9.8%
2010 12.7% 0.5% -14.7% 16.2% 13.1%
2009 58.5% -0.8% 23.7% 17.7% 9.8%
2008 -54.3% -3.3% 13.8% -38.6% -32.3%
2007 36.6% 6.0% 14.1% 11.9% 0.9%
2006 33.7% 14.2% 2.8% -1.8% 16.0%
2005 25.0% 5.5% -4.1% 17.5% 5.2%
2004 17.6% 0.3% -0.6% 8.2% 9.0%
2003 26.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Czech Republic
  5. Germany
  6. Hong Kong
  7. Hungary
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date05/09/2003
  • Share Class size11Mn
  • Base currencyUSD
  • ISIN LU0505784701

Purchase Info

  • Min. initial investment1Mn
  • Min. additional investment0

Charges

  • Annual management1.0%

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