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Veritas Global Real Return EUR A

Ranked 90 out of 104 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 : 31/03/2017 - 31/03/2018
  • Rank 90/104 Total Return
  • Rank 94/104 Standard Deviation
  • Rank 98/104 Max Drawdown
Fund Name Currency Return
88 FCS World Equities Fund A EUR

-4.1%

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

-4.1%

90 Veritas Global Real Return EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.3%

91 Deutsche Concept Kaldemorgen LC EUR

-4.7%

92 Invesco Global Absolute Return A Acc EUR EUR

-5.6%

Fund Name Currency Risk
92 AZ Fund 1 Formula 1 - Absolute A AZ FUND Acc EUR

7.8

93 InRIS UCITS PLC-R CFM Diversified NI EUR EUR

7.9

94 Veritas Global Real Return EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

8.0

95 SPS Active Value Selection EUR

8.1

96 JPM Global Macro Opportunities A Acc EUR EUR

8.2

Fund Name Currency Loss
96 Eiger - Multistrategy A EUR

-10.2%

97 Method Inv SICAV Attractive Glb Opp I EUR H C

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.3%

98 Veritas Global Real Return EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.3%

99 Candriam Alternative Return Systemat C EUR Cap EUR

-10.4%

100 Amundi Funds II Global Mlt-Ast Tgt Inc A ND EUR EUR

-11.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.1%
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).