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Aberdeen World Equity

Ranked 488 out of 548 in - Global over 12 months
All calculations are in GBP unless stated

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

To provide long term total return from an internationally diversified portfolio of equities.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2015 - 31/03/2016
  • Rank 488/548 Total Return
  • Rank 474/548 Standard Deviation
  • Rank 518/548 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 5.5%
2015 -8.1% 4.8% -7.1% -11.0% 6.0%
2014 5.6% 1.6% 3.0% 1.4% -0.4%
2013 10.5% 12.4% -2.8% 0.6% 0.6%
2012 9.6% 5.3% -2.4% 4.2% 2.3%
2011 -2.2% -0.9% 2.6% -11.1% 8.2%
2010 15.1% 7.5% -8.8% 6.3% 10.5%
2009 22.3% -12.3% 9.0% 22.6% 4.3%
2008 -17.7% -8.0% 0.1% -8.6% -2.1%
2007 12.5% 0.5% 5.8% 1.0% 4.8%
2006 10.2% 6.8% -4.6% 5.0% 3.1%
2005 30.2% 1.9% 5.0% 14.9% 6.0%
2004 12.1% 1.2% 1.1% 2.3% 7.1%
2003 14.8% -5.6% 12.1% 3.3% 5.0%
2002 -26.2% 2.2% -13.0% -20.5% 4.4%
2001 -19.6% -11.2% 1.0% -20.3% 12.6%
2000 -5.8% -0.2% 1.4% -2.4% -4.7%
1999 23.7% 4.9% 5.4% -5.5% 18.4%
1998 12.8% 13.3% 0.1% -15.7% 18.0%
1997 11.6% 6.0% 4.1% 7.2% -5.6%
1996 8.2% 3.9% 2.1% 2.6% -0.7%
1995 2.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

29/02/2016

Top 10 Holdings

Stock Size
Roche Holding AG Par 4.01
CVS Health Corp ORD 3.51
Novartis AG ORD 3.42
EOG Resources Inc ORD 3.36
Taiwan Semiconductor Manufacturing Co Ltd ORD 3.28
PepsiCo Inc ORD 3.11
British American Tobacco PLC ORD 3.09
Japan Tobacco Inc ORD 2.96
Oracle Corp ORD 2.61
Vodafone Group PLC ORD 2.55
29/02/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/06/2002
  • Share Class size32Mn
  • Base currencyGBP
  • ISIN GB0031682627

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0

Related News

Aberdeen World Equity

Beware: the impending ‘debt trap’ is upon us

The debt trap scenario presents investors with two key questions. What do policy makers do now? Second, what does this mean from an asset allocation perspective?

Aberdeen's Docherty forced into miners on QE 'economic vandalism'

Aberdeen World Equity manager Stephen Docherty has been selling down his defensive holdings and recycling into cyclicals as QE is distorting valuations of risk assets.

Aberdeen launches global small caps fund for Docherty team

Aberdeen Asset Management has launched a global smaller companies fund for Stephen Docherty's global equities team.

Citywire Selection: our top ten global equity funds

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Fund of the Week: Aberdeen World Equity

The year has started with a cyclical rally, but Stephen Docherty is happy to sit on the sidelines. Find out why in our fund of the week video.

Fund of the Week: Aberdeen World Equity

Stockmarkets are down, but a long term view on the strongest  global companies, is worth considering.

Bruce Stout: deflation is most significant threat to West

In the second part of our interview with the Murray International Trust manager he explains why despite the recent rise in the cost of living, deflation continues to be the biggest threat to the West. .

Citywire Selection Review: Who made the cut

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Aberdeen’s Docherty: why US debt problem worries me more than Europe's

Stephen Docherty, manager of the Aberdeen World Growth & Income fund, finds the idea of the eurozone being the only area faced with a potentially crippling debt problem astonishing.

...more...

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