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KBI Institutional 50/50 Global/Eurozone Eqty EUR C

Ranked 22 out of 210 in - Global Equity Income over 12 months
All calculations are in USD unless stated

Managed by

Gareth Maher

Gareth Maher joined KBI as senior portfolio manager in 2000. Gareth previously worked for Irish Life Investment Managers for 10 years from 1987, during which time he managed their US, Irish and Far Eastern equity portfolios. In 1997, Gareth joined Eagle Star (Zurich) with responsibility for the Irish, Japanese and Far Eastern equities. Gareth joined the Global Equity Strategies team in 2008, having managed U.S., Irish and Far Eastern equities from 2000. Gareth graduated from University College Dublin (UCD) with a first class honours Commerce degree in 1986 followed by a first class honours Masters of Economic Science (UCD) in 1987.

Objective

The investment objective of the Fund is to achieve long term capital growth by investing in a portfolio of equity and equity-related securities with above average dividend yields. It will invest in shares of companies trading on the major world stock exchanges and that pay out above average dividends.

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

Performance

Global Equity Income over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8%
2017 24.3% 6.9% 6.0% 5.5% 4.0%
2016 7.5% 0.8% -3.4% 6.8% 3.4%
2015 -2.5% 2.4% -0.2% -9.2% 5.1%
2014 -1.3% 2.6% 5.1% -6.3% -2.3%
2013 27.5% 5.1% 0.5% 11.7% 8.2%
2012 19.0% 10.2% -7.4% 10.0% 6.0%
2011 1.0% -19.7% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland

Fund Info

  • Launch date23/03/2011
  • Share Class size22Mn
  • Base currencyEUR
  • ISIN IE00B3W1XV35

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Initial investment0

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