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Veritas Global Real Return Inclusive - Class B - Income (GBP)

Sell:1,963.45p Buy:1,963.45p Change: 8.10p (0.41%)
Prices as at 28 March 2024
Sell:1,963.45p
Buy:1,963.45p
Change: 8.10p (0.41%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 28 March 2024
Sell:1,963.45p
Buy:1,963.45p
Change: 8.10p (0.41%)
Prices as at 28 March 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

28/03/19 to 28/03/20 28/03/20 to 28/03/21 28/03/21 to 28/03/22 28/03/22 to 28/03/23 28/03/23 to 28/03/24
Annual return 7.42% 5.01% 3.47% -2.30% 10.91%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Mike Moore
Manager start date: 1 January 2020
Manager located in: London

Mike is a Technology Analyst within the Global Investment Team and has 15 years of investment experience. He joined the Partnership in 2014 after working as a Global Analyst at M&G Investments from 2005 to 2014. Prior to this Mike worked at Barclays Wealth Management. Education: CFA, BSc (Hons) Economics & Politics (Warwick), MSc Economics (Warwick).

manager photo
Manager Name: Andy Headley
Manager start date: 8 January 2010
Manager located in: London

Partner, Fund Manager and Head of Global of Veritas Asset Management LLP. Co-Fund Manager of the Veritas Global Focus Fund, Veritas Global Equity Income Fund and Veritas Global Real Return Fund. Joined the company in 2003. Analyst and Portfolio Manager WP Stewart 2001 to 2003. Analyst and Portfolio Manager Newton Investment Management 1996 to 2001. Tax Consultant, Price Waterhouse 1993 to 1996. Education: Chartered Accountant, BSc, ASIP.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account