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INTECH Global Income Managed Volatility A USD Acc

Ranked 188 out of 236 in - Global Equity Income over 12 months
All calculations are in USD unless stated

Managed by

Adrian Banner

Adrian Banner, Ph.D., is chief executive officer and chief investment officer at INTECH. Dr. Banner was named chief executive officer in November 2012 and concurrently is the firm’s chief investment officer, a position he has held since January 2012, having joined INTECH in August 2002. Dr. Banner earned his Ph.D. in mathematics from Princeton University and his M.Sc. and B.Sc., also in mathematics, from the University of New South Wales, Australia.

Vassilios Papathanakos

Vassilios Papathanakos, Ph.D., was named INTECH’s deputy chief investment officer in November 2012 and executive vice president in 2014. Before joining INTECH, Dr. Papathanakos received his Ph.D. in Physics from Princeton University in November 2006 and earned a B.S. in Physics from the University of Ioannina, Greece, in July 2001.

Joseph Runnels

Joseph Runnels, CFA, is vice president, portfolio management at INTECH. Runnels joined INTECH in June 1998 from QED Information Systems, a software development company providing portfolio management and investment accounting systems. Runnels spent six years prior to that in portfolio management for the Tennessee Consolidated Retirement System in their fixed income investment division. Runnels holds a B.S. in Business Administration from Murray State University and has earned the right to use the Chartered Financial Analyst designation. Runnels has 25 years of investment experience.

Phillip Whitman

Phillip Whitman PhD, is a portfolio manager at INTECH, based in Princeton NJ. Dr. Whitman earned his Ph.D. in Mathematics from Princeton University and received his B.S. in Mathematics from the University of Texas at Austin.

Objective

The Fund's investment objective is long-term growth of capital and equity dividend income. It pursues its objective by investing at least 80% in equities and equity related securities of companies located anywhere in the world whose market capitalisation is at least equal to the market capitalisation of one of the companies listed in the MSCI World High Dividend Yield Index at the time of purchase. The Fund pursues its goal by constructing a portfolio of securities with higher relative stock volatility than the MSCI World High Dividend Yield Index.

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

Performance

Global Equity Income over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.9% 4.0% 1.4%
2016 1.4% 4.1% 0.3% 0.8% -3.7%
2015 -4.9% -0.9% -0.1% -6.9% 3.2%
2014 -2.4% 2.1% 4.8% -6.2% -2.8%
2013 -1.9% 6.6% 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Hong Kong
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date28/03/2013
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00B7GPM128

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment5

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