Veritas Global Eq Income Retail GBP (IE00B0WFLH68.IR)
Investment Information
- Min Initial Investment
- 7,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 7,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Hargreaves Lansdown PLC
- Aberdeen
- Raymond James Investment Services Ltd
- Amber by Request
- Transact(UK)
- Nucleus Financial Group(UK)
- Novia Financial PLC
- AXA Elevate (Explicit)
- Ascentric
- Amber
Fund Summary
The investment objective of Veritas Global Equity Income Fund is to provide a high and growing level of income and thereafter to preserve capital in real terms over the long term. Veritas Global Equity Income Fund will seek to achieve its investment objective by principally investing in global equities listed or traded on Recognised Exchanges. Investments may also be made in global securities (including, but not exclusively, sovereign and corporate index linked bonds, corporate, sovereign and convertible bonds, which may be fixed and/or floating rate and shall generally be investment grade) which are listed or traded on a Recognised Exchange, subject to the Investment Restrictions listed in the main body of the Prospectus. The Veritas Global Equity Income Fund will not invest in leveraged notes.
Fund Overview
Category | Global Equity Income |
Fund Family | Veritas Asset Management LLP |
Net Assets | -- |
YTD Return | 8.60% |
Yield | 3.93% |
Morningstar Rating | |
Inception Date | Jan 03, 2006 |
Performance & Risk
YTD Return | -- |
5y Average Return | -- |
Rank in Category (ytd) | 5 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.17 |
Morningstar Risk Rating |