Veritas Global Equity Income USD DRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -2.7 | 17.7 | -3.9 | 17.2 | 2.4 |
![]() | +/-Cat | 3.2 | 0.8 | -5.8 | -1.0 | 3.2 |
![]() | +/-B’mrk | -0.9 | -0.7 | -0.8 | 0.3 | -2.0 |
Category: Global Equity Income | ||||||
Category Benchmark: MSCI World High Dividend Yi... |
Key Stats | ||
NAV 23/05/2022 | USD 142.40 | |
Day Change | -0.29% | |
Morningstar Category™ | Global Equity Income | |
ISIN | IE00B810NT42 | |
Fund Size (Mil) 23/05/2022 | GBP 238.08 | |
Share Class Size (Mil) 23/05/2022 | USD 1.73 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2021 | 0.83% |
Morningstar Research |
Analyst Report |
A passionate and dedicated portfolio manager with deep expertise in analysing dividend stocks, combined with a robust and patient quality-oriented process, give Veritas Global Equity Income an edge. While the transition that started when... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | Above Average |
Parent | Above Average |
Process | Above Average |
Performance | |
Price |
Investment Objective: Veritas Global Equity Income USD D |
The Sub-Fund is designed to provide a high and growing level of income and thereafter to preserve capital in real terms over the long term. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Ian Clark 01/01/2019 | ||
Andrew Headley 17/06/2005 | ||
Inception Date 03/07/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR EUR | MSCI World High Dividend Yield NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Veritas Global Equity Income USD D | 30/04/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.26 |
![]() | ![]() | 5.83 |
![]() | ![]() | 5.08 |
![]() | ![]() | 4.89 |
![]() | ![]() | 4.63 |
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Veritas Global Equity Income USD D |