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Threadneedle (Lux)-Gl Eqs-Walter Scott&Partners WS

Ranked 326 out of 457 in - Global Equities over 12 months
All calculations are in EUR

Managed by

Ian Howie

Objective

The Global Equities-Walter Scott & Partners Portfolio seeks to achieve a relatively high real return by investing principally in a globally diversified portfolio of equity securities (including securities convertible into equity securities and/ or warrants) of corporate issuers. These securities will typically be of companies that have the potential for achieving above average rates of return. The Portfolio will be invested with a long term focus and therefore portfolio turnover is expected to be low. The Portfolio will mainly invest in developed markets but may secondarily invest in the securities of companies in Emerging Market Countries.

Performance

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

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 4.8% -0.7% 4.3% 1.1%
2013 15.7% 9.3% -1.9% 3.9% 3.8%
2012 16.0% 9.7% 0.4% 3.7% 1.6%
2011 0.4% -3.6% 0.2% -5.1% 9.5%
2010 18.1% 9.9% -1.5% 0.4% 8.7%
2009 27.6% -0.1% 9.4% 9.2% 7.0%
2008 -27.9% -12.9% 3.2% -4.2% -16.2%
2007 0.0% -0.1% 4.4% -1.0% -3.2%
2006 1.6% 2.5% -5.7% 2.2% 2.9%
2005 9.7% 9.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Netherlands
  5. United Kingdom

Related News

Asia veteran exits Walter Scott

Ian Howie has left Walter Scott and Partners in Edinburgh after 20 years at the firm.

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