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Aberdeen World Equity

Ranked 172 out of 308 in - Global Equities over 12 months
All calculations are in GBP

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.

Performance

Global Equities over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 7.9% 1.6% 3.0% 3.1%
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 4.1% 1.3% 2.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2013

Top 10 Holdings

Stock Size
GBP Cash 4.22
ROCHE HOLDING G PAR 3.99
Vodafone Group PLC ORD 3.84
British American Tobacco PLC ORD 3.44
CVS Caremark Corp ORD 3.34
Philip Morris International Inc ORD 3.20
Johnson & Johnson ORD 3.09
Taiwan Semiconductor Manufacturing Co Ltd ORD 2.95
Royal Dutch Shell Plc B ORD 2.93
Novartis AG ORD 2.91
30/11/2013

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/06/2002
  • Share Class size50Mn
  • Base currencyGBP
  • ISIN GB0031682627

Purchase Info

  • Min. initial investment500
  • Min. additional investment50

Charges

  • Annual management1.5%
  • Initial investment0

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