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Quilter Investors Global Best Ideas Fund A GBP

Rang 424 von 465 in - Aktien - Global über 36 Monate
All calculations are in EUR unless stated

Verwaltet von

Lee Freeman-Shor

Lee Freeman-Shor was born in Nottingham in 1974 and graduated from Nottingham Trent University with a Bachelor of Law degree. He started his career in 1999 as an independent investment consultant at Chiltern Financial Services Ltd and in 2001 he joined Alexander Hall Associates where he was the head of investments. Lee joined Winterthur Life UK Ltd in 2002 where he was an investment development manager before joining Skandia Investment Group in 2005 where he was the co-head of equity research and is currently a fund manager. He holds the Financial Planning Cerificate from the Chartered Insurance Institute and also holds the Investment Management Certificate from the UK Society of Investment Professionals. Outside of fund management he enjoys tennis and the cinema and theatre.

Anlageziel

The objective of the Fund is to provide long term total return from capital growth and income through investment in global securities. Investment will be in a portfolio of global securities (including the UK), either directly in transferable securities or through collective investment schemes. Investment will generally be directly into global equities, although the Fund may invest up to 10% of its property in regulated collective investment schemes including those that are managed or operated by the ACD or an associate of the ACD. The Fund may hold cash weightings.

Performance

Aktien - Global über : 30.06.2015 - 30.06.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.06.2018 Jährlich Q1 Q2 Q3 Q4
2018 -3,8% 6,2%
2017 5,7% 3,8% -2,8% -0,2% 4,9%
2016 0,0% -8,6% -1,0% 5,4% 4,9%
2015 8,5% 14,2% -0,3% -10,0% 5,9%
2014 10,3% -0,5% 3,0% 2,6% 4,9%
2013 19,0% 9,0% -2,7% 5,8% 6,0%
2012 20,2% 12,8% -4,2% 8,7% 2,4%
2011 -9,3% -0,8% -0,2% -14,7% 7,3%
2010 30,2% 9,3% 0,3% 6,7% 11,2%
2009 42,7% -0,2% 24,4% 12,4% 2,3%
2008 -50,4% -14,7% -1,7% -18,2% -27,7%
2007 -3,0% 3,8% 4,8% -4,4% -6,7%
2006 5,6% 7,1%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Dänemark
  3. Deutschland
  4. Vereinigtes Königreich

Information über den Fonds

  • Starttermin13.06.2006
  • Größe der Anteilsklasse143Mn
  • BasiswährungGBP
  • ISIN GB00B13HMT78

Kaufinformation

  • Mindestanlage (initial)1.000
  • Mindest regelmäßige Zusatzinvestition5.000

Gebühren

  • Jährliche Verwaltungsgebühr1,50%
  • Ausgabeaufschlag5,00%

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)