VT Garraway Absolute Equity I Inc GBP
Latest (Mid) Price:
GBX 13.25
Day Change:
+0.73%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.95 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 3,334,100.00 | Launch Date | 10/03/2008 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000,000.00 | Total Expense Ratio (%) | 0.95 |
| ISIN | GB00B2Q5CV76 | Min Topup (£) | 10,000.00 | Ongoing Charge (%) | 0.9500 (on 31/10/2018) |
Fund Objective
The Fund is a UK domiciled UCITS fund, which seeks to achieve positive absolute returns over rolling 36-month periods through a fundamental long/short strategy.The Fund aims to deliver positive absolute returns in all market environments through an active, unconstrained long/short equity portfolio expressed through a fundamental bottom-up approach.
Fund Managers
David Crawford
David is the lead manager for the VT Garraway Absolute Equity Fund. David joined Garraway on the 26th March 2019 from City Financial, where he worked since September 2012 having joined from Octopus Investments, where he launched the Absolute Equity Fund in 2008. Prior to that, he worked as a fund manager at both Hermes Investment Management and M&G Investments. David graduated from Durham University with a First Class Honours degree in Chemistry.
Ade Roberts
Ade is the co-manager for the VT Garraway Absolute Equity Fund. Ade joined Garraway on the 26th March 2019 from City Financial where he was a portfolio manager of the City Financial Absolute Equity Fund. Ade joined City Financial in March 2014 from a buy-side consultancy where he spent three years as an investment consultant. Previously, he spent nine years at Analyst Investment Management plc where he was a portfolio manager directly responsible for the management of UK equity portfolios. Ade is a CFA charterholder and has a First Class Honours degree in Mathematics and Investment from London Metropolitan University. He is a member of the Education & Examinations Committee of the CFA Society of the UK.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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