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Veritas Global Equity Income GBP A

Ranked 174 out of 193 in - Global Equity Income over 12 months
All calculations are in USD

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 Fund aims to provide a high and growing level of income and to preserve capital in real terms over the long term. It will seek to achieve its investment objective through investment in a focused portfolio of global companies. The Fund is managed on a stock-by-stock basis, without reference to index weighting.

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

Performance

Global Equity Income over : 31/05/2014 - 31/05/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 -1.9%
2014 -4.6% 4.5% 5.2% -6.6% -7.1%
2013 12.9% 2.7% -3.3% 8.6% 4.7%
2012 17.1% 8.8% -2.6% 9.6% 0.8%
2011 0.6% 4.8% 1.7% -11.8% 7.0%
2010 9.3% -1.3% -8.4% 14.4% 5.8%
2009 39.7% -8.7% 24.9% 14.6% 6.9%
2008 -33.9% -6.0% 0.0% -16.7% -15.6%
2007 18.0% 3.3% 6.9% 3.6% 3.2%
2006 30.6% 7.5% 5.5% 4.7% 10.0%
2005 -2.0% 1.7% -1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date28/02/2005
  • Share Class size496Mn
  • Base currencyGBP
  • ISIN IE00B04TTW78

Purchase Info

  • Min. initial investment30,000
  • Min. additional investment0

Charges

  • Annual management1.0%
  • Initial investment0

Related News

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Inflationary pressures are increasing but should investors be turning to equities or commodities and precious metals?

Three things you need to know about global markets in 2012

Avoid being dogmatic, embrace the ‘kiss of death’ and always pay the right price writes Veritas' Charles Richardson in a piece penned exclusively for Citywire.

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