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RWC Global Enhanced Dividend B GBP

Ranked 46 out of 48 in - Global Equity Income over 12 months
All calculations are in GBP

Managed by

Ian Lance

Ian Lance was born in Croydon, London in 1966. He attended Loughborough University where he gained a degree in economics with economic and social history. Ian started his career in 1989 with Sun Alliance before joining Legal and General in 1990. He moved to Gartmore in 1995 and after five years he joined Citigroup. Ian joined New Star in 2005, and two years later moved to Schroders. He currently works at RWC having joined in September 2010. Ian has been managing funds for well over 20 years. Outside of fund management he enjoys rugby and walking.

John Teahan

Objective

To provide an income and capital return to investors by investing primarily in global equity securities. In order to seek to meet the investment objective the Sub-Fund will be investing primarily in a portfolio of equity and equity linked securities listed on stock markets worldwide. Equity exposure may be achieved through, but not limited to, investment in shares, depository receipts, warrants and other participation rights and through investment in convertible securities, index and participation notes and equity linked notes.

Performance

Global Equity Income over : 30/04/2014 - 30/04/2015
  • Rank 46/48 Total Return
  • Rank 8/48 Standard Deviation
  • Rank 35/48 Max Drawdown
Fund Name Return
44 RWC Income Opportunities B GBP

Currency exposure is hedged

Currency exposure is hedged

4.2%

45 S&W Millennium

3.0%

46 RWC Global Enhanced Dividend B GBP

Currency exposure is hedged

Currency exposure is hedged

2.7%

47 Veritas Global Equity Income GBP A

2.4%

48 Old Mutual Global Equity Income A GBP Inc

-1.5%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 3.1%
2014 1.4% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. Italy
  4. Luxembourg
  5. United Kingdom

Fund Info

  • Launch date30/04/2014
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU1055784232
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. additional investment0

Charges

Related News

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