Veritas Global Real Return


Fund Strategy Equity Long / Short
Fund Geography Global
Investment Advisor Veritas Asset Management
Portfolio Manager Andy Headley, Charles Richardson
Fund Currency GBP
Fund AUM £286.9m
Fund AUM as of 31 August 2019
Fund Inception 08 January 2010
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The Fund’s objective is to deliver real returns over the medium and longer term. More specifically, the target is to achieve a return on a compound annualised basis exceeding the UK CPI plus 6% over a 3-5 year time period. The Fund aims to achieve its investment objectives by investing in global equities, bonds, cash and derivatives.


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