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Aberdeen Global - World Resources Equity A2 USD

Ranked 11 out of 31 in - Natural Resources over 12 months
All calculations are in EUR

Managed by

Stephen Docherty

Global equities expert Stephen Docherty focuses on fundamental analysis, with an emphasis on balance sheet strength when stocking his portfolio. He also looks for low debt to equity ratios and high return on equity. He currently takes responsibility for the Aberdeen World Equity fund and a number of global mandates. A graduate of Aberdeen University, Docherty holds an honours degree in Mathematics and Statistics. He previously worked in the department of actuarial services in the Life Division of Abbey National plc. In 1994 he joined Aberdeen Asset Management and was appointed head of global equities. When not managing money, Docherty enjoys a good round of golf.

Objective

The Fund's investment objective is long-term total return to be achieved by investing at least two-thirds of the Fund's assets in worldwide companies active in the extraction, production, processing and trading of the following products: chemicals, building materials, metals and other raw materials, timber and paper products, containers and packaging as well as companies in the energy resources sector. Furthermore, the Fund may invest in companies which obtain the majority of their revenues by financing the above activities.

Performance

Natural Resources over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 13.5% 1.7% 9.8% 1.7%
2013 -4.1% 0.4% -9.5% 5.4% 0.1%
2012 5.9% 5.9% -6.2% 9.6% -2.7%
2011 -7.5% 0.4% -5.3% -14.3% 13.5%
2010 20.6% 6.6% -5.7% 4.2% 15.1%
2009 53.6% 3.9% 17.1% 12.9% 11.8%
2008 -51.9% -10.8% 14.4% -31.1% -31.6%
2007 23.2% 5.0% 12.5% 6.3% -1.9%
2006 19.6% 11.3% -2.7% -0.9% 11.4%
2005 44.1% 10.3% 3.0% 18.0% 7.5%
2004 9.1% 3.0% 0.4% 6.0% -0.4%
2003 16.5% 16.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Czech Republic
  5. Germany
  6. Hong Kong
  7. Hungary
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).