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Veritas Global Focus A GBP

Bestinvest LogoA focused portfolio of global companies with a value bias.

PRICE (INC)

6173p

PRICE (ACC)

-

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

1%

ONGOING CHARGE

1.03%

YIELD

0%

1 YEAR
0.91%

Prices as at 10 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The fund is designed for long term investors who wish to build capital over a number of years through investment in a focused portfolio of global companies. Investing for absolute returns, over rolling five year time periods the fund aims to achieve returns of OECD G7 inflation plus 6% per annum and to exceed the MSCI World Index. The manager is benchmark agnostic with regional and sector exposures determined primarily by bottom up stock selection.

Fund summary

SectorGlobal
StructureOFFSHORE FUND
LaunchedJuly 2001
Size£2,514m
Yield0%
Charging BasisCapital
Dividends paidn/a

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1%
Ongoing Charges Figure1.03%

Investment Process

This fund launched on 31 July 2001 and targets capital growth from a concentrated portfolio of equities. The fund invests worldwide, but will focus primarily on developed markets. Experienced manager Andrew Headley focuses on identifying and analysing high quality companies with sustainable competitive advantages. The manager employs a number of methods to identify such companies, one of which is the use of themes which allows to narrow down the universe of companies for further analysis. The manager is benchmark agnostic and will hold a focused portfolio of circa 30-40 companies.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning