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FP Charteris Property B Inc

Ranked 8 out of 26 in - Global Equity over 12 months
All calculations are in GBP

Managed by

Tony Yousefian

Born in 1960 in Iran, Tony Yousefian studied Pure Mathematics, Economics and Computer Studies at various English universities. He began his career as a sales associate at Pioneer Mutual in 1982. In 1984, he formed his own business and was involved in discretionary investment management both on private client portfolios and collective investment schemes. In 1997, Tony joined Smith and Pinching portfolio management and was appointed investment director in November 1999. He is responsible for the management of all portfolios and funds of funds. Yousefian has obtained a Financial Planning Certificate and is a qualified member of the Personal Finance Society and the Chartered Insurance Institute. He lists backgammon, shooting and football among his interests outside of fund management.

Objective

The aim is to provide long term and capital growth from investment in a diversified portfolio of property related investments including property Funds, listed securities and Real Estate Investment Trusts (REITS). The fund may also hold fixed interest securities, cash and money market instruments to enhance income generation and capital appreciation. There will be no geographical restrictions in respect of chosen investment.

Performance

Global Equity over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 5.6% 3.4% 1.7% 0.5%
2013 8.2% 4.9% -2.9% 2.2% 3.9%
2012 12.4% 5.5% -1.3% 4.9% 2.9%
2011 -7.1% 1.8% 2.1% -10.3% -0.4%
2010 8.7% 1.5% -2.9% 5.9% 4.1%
2009 26.4% -14.0% 17.9% 24.1% 0.5%
2008 -45.7% -6.3% -8.9% -16.4% -24.0%
2007 -12.7% -2.5% -3.1% -7.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/05/2007
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN GB00B1VK7821

Purchase Info

  • Min. initial investment2,500
  • Min. additional investment50

Charges

  • Annual management1.5%
  • Initial investment5

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