Veritas Global Real Return A Inc GBP

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.66
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkOECD G7 CPI + 4%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.05%
  • IA SectorTargeted Absolute Return
  • Manager GroupVeritas Asset Management
  • DomicileIreland
  • ISINIE00B5W1LR97

Investment Strategy

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 OECD G7 CPI plus 4%per annum over a 5 year time period. Veritas Global Real Return Fund will seek to achieve its investment objectives by investing in global equities, bonds, cash and derivatives. Investments will be primarily made in equities listed or traded on Recognised Exchanges.

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