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VERITAS GLOBAL REAL RETURN R GBP - Fund overview

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Overview of VERITAS GLOBAL REAL RETURN R GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. VERITAS GLOBAL REAL RETURN R GBP does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  January, 2010
Size  £54m
Yield 1.6%
Charging basis  –
Dividends paid  –
Bid price 949.54p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.50%

Bestinvest says


No information available.

Portfolio

veritas global real return r gbp asset allocation illustration
Allocation Proportion
Equity 72%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge 34%
Fund cash -6%
veritas global real return r gbp equity geographic illustration
Allocation Proportion
UK 15%
Europe 15%
Nth America 40%
Japan 0%
Pacific 24%
Other Equity 6%
veritas global real return r gbp equity capitalisation illustration
Allocation Proportion
Large Caps 67%
Mid Caps 14%
Small Caps 19%

View all performance data for VERITAS GLOBAL REAL RETURN R GBP

Investment process


The investment objective of the Veritas Global Real Return 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 UK CPI plus 6% over a 3-5 year time period.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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