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Overstone Global ex US Equity A

Ranked 3 out of 3 in - Global ex US over 12 months
All calculations are in EUR unless stated

Managed by

Richard Oldfield

Executive chairman at Oldfield Partners since 2005, Richard Oldfield has over 35 years' experience managing money. He started out at S.G. Warburg & Co/Mercury Asset Management where he spent 19 years in various roles including director, CEO and CIO. Based in London, he runs global equity funds using a value investment style. Richard graduated from New College at the University of Oxford with a degree in History.

Objective

The Overstone Global ex U.S. Equity Fund will attempt to achieve over the long term a total return in excess of that of the MSCI EAFE Index (with net dividends reinvested) through investment in a concentrated portfolio of equity securities, primarily though not exclusively of large companies, selected from the major markets (except the U.S.) and to a lesser extent from some emerging markets, worldwide. The Fund is expected to have a high degree of commonality with the portfolio of the Overstone Global Equity Fund. However, it may also hold shares in considerably smaller companies than those in that portfolio.

Showing fund performance in Finland View performance globally

Performance

Global ex US over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -8.2%
2017 1.6% 3.5% -4.1% -2.3% 4.7%
2016 27.5% -1.8% 7.4% 4.9% 15.2%
2015 -0.4% 20.1% 0.0% -17.8% 0.9%
2014 3.1% 2.3% 5.6% -2.5% -2.1%
2013 10.6% 3.3% -4.5% 8.2% 3.6%
2012 14.1% 9.4% -6.9% 6.1% 5.6%
2011 -5.2% -3.6% -0.4% -6.9% 6.1%
2010 33.4% 11.7% -0.9% 4.1% 15.7%
2009 37.8% -2.2% 22.5% 7.4% 7.1%
2008 -36.0% -11.4% 0.2% -5.4% -23.9%
2007 -2.9% 3.1% 6.3% -7.1% -4.7%
2006 3.7% 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia
  2. Belgium
  3. Canada
  4. Finland
  5. Iceland
  6. Ireland
  7. Liechtenstein
  8. Netherlands
  9. Norway
  10. Sweden
  11. United Kingdom

Fund Info

  • Launch date01/06/2006
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN IE00B15CXH51

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment1.25

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