Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Weitz Core Plus Income Fund;Institutional

Ranked 189 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks current income and capital preservation. A secondary investment objective is long-term capital appreciation. The Fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. The Fund may invest in debt securities of all maturities.

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

Performance

US Dollar over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.0% 1.2% 0.6%
2016 7.3% 3.7% 3.9% 0.9% -1.3%
2015 0.2% 1.8% -0.3% 0.4% -1.6%
2014 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/07/2014
  • Share Class size33Mn
  • Base currencyUSD
  • ISIN US94904P8317

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment25

Charges

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