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Aberdeen World Equity Income A Dist

Ranked 103 out of 244 in - Global Equity Income over 12 months
All calculations are in USD unless stated

Managed by

Stephen Docherty

Global equities expert Stephen Docherty focuses on fundamental analysis, with an emphasis on balance sheet strength when stocking his portfolio. He also looks for low debt to equity ratios and high return on equity. He currently takes responsibility for the Aberdeen World Equity fund and a number of global mandates. A graduate of Aberdeen University, Docherty holds an honours degree in Mathematics and Statistics. He previously worked in the department of actuarial services in the Life Division of Abbey National plc. In 1994 he joined Aberdeen Asset Management and was appointed head of global equities. When not managing money, Docherty enjoys a good round of golf.

Objective

To provide income and capital growth for investors over the long term in companies worldwide. The investment policy is to invest primarily in equity and equity related securities of companies worldwide which offer attractive yields and sustainable dividends. The Fund may also invest up to 10% of its assets in fixed income securities including non-Investment grade debt. The Fund may also invest in derivatives, including credit default swaps, money market instruments, cash, near cash, deposits and shares in collective investment schemes.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Equity Income over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 22.3% 8.1% 2.5% 6.6% 3.6%
2016 9.4% 5.9% 3.4% 3.0% -3.0%
2015 -15.9% -1.6% -1.3% -14.8% 1.7%
2014 -4.5% 1.5% 5.8% -5.1% -6.3%
2013 6.7% 4.7% -4.3% 5.6% 0.8%
2012 12.0% 7.2% -4.3% 6.6% 2.3%
2011 0.3% 2.5% 3.0% -12.1% 8.0%
2010 12.3% 1.3% -9.5% 13.8% 7.6%
2009 30.5% -11.4% 21.6% 16.1% 4.4%
2008 -40.5% -10.0% -0.2% -19.9% -17.3%
2007 6.6% 1.7% 7.0% 1.4% -3.3%
2006 20.1% 6.0% -0.7% 5.3% 8.4%
2005 8.0% -0.4% -0.7% 6.2% 2.8%
2004 11.6% 1.3% 0.2% -1.1% 11.2%
2003 27.2% -6.5% 15.4% 3.6% 13.7%
2002 -20.8% -1.1% -7.4% -17.8% 5.1%
2001 -19.2% -14.5% 2.6% -15.3% 8.7%
2000 -14.3% -0.6% -5.8% -4.9% -3.7%
1999 27.1% 3.1% 3.3% 0.1% 19.2%
1998 21.5% 15.5% 1.9% -11.7% 16.9%
1997 10.0% 2.4% 10.0% 4.4% -6.5%
1996 15.1% 5.1% 3.1% 0.4% 5.9%
1995 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/10/2009
  • Share Class size31Mn
  • Base currencyGBP
  • ISIN GB00B3N9CY25

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment1.5

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