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Vulcan Value Equity GBP Acc

Ranked 48 out of 309 in - Global Equities over 12 months
All calculations are in GBP

Managed by

C.T. Fitzpatrick

Objective

The Fund will have the ability to buy equities located throughout the world, though it is anticipated that the Fund will concentrate on securities (i) issued by globally based companies which are listed or traded on a U.S. domiciled Market or (ii) issued by U.S. companies listed or traded on any Market.

Performance

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

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 2.9% -1.7% 2.7% 2.0%
2013 8.2% -3.2% 2.3% 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date01/05/2013
  • Share Class size09Mn
  • Base currencyGBP
  • ISIN IE00B8VYS686

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment100,000

Charges

  • Annual management1.0%

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