Fact sheet: VIA Smrt-Eqtywrld

Fund information

Fund name
VIA Smart - Equity World Institutional USD
Fund company manager
VIA AM
Fund type
SIB
Fund manager(s)
Veritas Investment Associates
since 24/03/2016
Fund objective
The Fund aims to outperform the benchmark (the MSCI All Country World Index TR Net) through a bottom up investment approach focusing on around 3,000 of the most liquid companies from around the world with monthly systematic selection of the best companies according to 3 main attributes Profitability, Prospects and Valuation.
Benchmark
MSCI AC World
Investment style
Active,Concentrated
Investment method
Shares

Quick stats

1 Year return

25.4 %

1 Year rank in sector

40/477

Sector

FO Equity - International

Yield
-
Fund size

£ 151.6 m

FE Risk score

108

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.55 %13.35 %25.4 %0 %0 %
Sector2.59 %7.66 %16.52 %32.44 %59.35 %
Rank within sector163 / 50584 / 49940 / 477 / /
Quartile th2 nd1 st1 st th th

Calendar performance

YTD-20172016201520142013
Fund20.41 %0 %0 %0 %0 %
Sector13.43 %7.94 %0.71 %5.96 %21.26 %
Rank within sector88 / 490 / / / /
Quartile th1 st th th th th

Price movement

52 week high1327.44
52 week low1038.52
Current bid price0
Current offer price0
Current mid price1327.44

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-