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Veritas Global Real Return EUR A

Ranked 19 out of 95 in - Multi Strategy over 12 months
All calculations are in EUR 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 investment objective of the Fund is to deliver real returns over the medium and longer term. More specifically, the target is to achieve a return on a compound annualised basis exceeding the OECD G7 CPI plus 4% per annum over a 5 year time period. The Fund aims to achieve its investment objective by investing in global equities, bonds, cash and derivatives. The Fund will invest both long and short and by doing so will employ leverage up to a maximum of 100% of Net Asset Value.

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Performance

Multi Strategy over : 31/12/2016 - 31/12/2017
  • Rank 19/95 Total Return
  • Rank 77/95 Standard Deviation
  • Rank 80/95 Max Drawdown
Fund Name Currency Return
17 Lupus alpha Volatility Risk-Premium EUR

6.8%

18 GVC Gaesco Retorno Absoluto A, FI EUR

6.7%

19 Veritas Global Real Return EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

6.6%

20 Allianz Dynamic Risk Parity - W2 - EUR EUR

6.5%

21 Nordea 1 - Alpha 10 MA BP EUR EUR

6.4%

Fund Name Currency Risk
75 Method Inv SICAV Attractive Glb Opp I EUR H C

Currency exposure is hedged

Currency exposure is hedged

EUR

5.4

76 A&G Global SICAV-Killorglin Fund EUR

5.6

77 Veritas Global Real Return EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

5.8

78 Robeco QI GTAA Plus D EUR EUR

5.9

79 SC Fonds STARS Multi-Faktor - A - EUR EUR

5.9

Fund Name Currency Loss
78 Cassiopeia UCITS C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.0%

79 Quoniam Funds Selection Altern Risk Premia EUR A EUR

-4.0%

80 Veritas Global Real Return EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.5%

81 FORT Global UCITS Diversified B EUR Acc EUR

-4.6%

82 FCS World Equities Fund A EUR

-4.6%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 6.6% 4.6% 4.3% -1.6% -0.8%
2016 19.2% 6.4% 4.7% 5.1% 1.8%
2015 4.6% 5.7% -4.1% -2.4% 5.8%
2014 9.1% 3.4% 1.5% 1.6% 2.3%
2013 124.9% 124.5% 0.1% 0.4% -0.3%
2012 -56.4% 2.6% -7.5% -1.4% -53.4%
2011 1.5% -0.7% 2.8% -5.3% 5.0%
2010 2.2% 2.4% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date08/01/2010
  • Base currencyEUR
  • ISIN IE00B5LQLN16
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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