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Veritas Global Real Return EUR A

Ranked 26 out of 112 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 : 31/08/2017 - 31/08/2018
  • Rank 26/112 Total Return
  • Rank 106/112 Standard Deviation
  • Rank 104/112 Max Drawdown
Fund Name Currency Risk
104 SPS Active Value Selection EUR

9.0

105 JPM Global Macro Opportunities A Acc EUR EUR

9.0

106 Veritas Global Real Return EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

9.3

107 LO Funds - Alternative Risk Premia SH (EUR) NA

Currency exposure is hedged

Currency exposure is hedged

EUR

9.3

108 THEAM Quant FI High Vol I EUR

11.4

Fund Name Currency Loss
102 LO Funds - Alternative Risk Premia SH (EUR) NA

Currency exposure is hedged

Currency exposure is hedged

EUR

-8.4%

103 THEAM Quant FI High Vol I EUR

-9.3%

104 Veritas Global Real Return EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.3%

105 AQR Style Premia UCITS B EUR EUR

-11.7%

106 Lemanik Sicav - Global Strategy Fund R EUR EUR

-12.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.1% 8.3%
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 investment0.00%

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