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HC Verbatim Portfolio 3 B Acc

Ranked 26 out of 148 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

John Husselbee

John Husselbee has more than 10 years' experience of running funds, making his name at Rothschild Asset Management, where he was responsible for the launch and management of its portfolio management service. Husselbee joined Henderson Global Investors from Rothschild in 1996 rising to director of multi manager investment at the group. He moved on in 2005 and is now chief executive of North Investment Partners, a multimanager subsidiary of Neptune Investment Management.

Paul Kim

These days Paul Kim's name is synonymous with legendary stockpicker Richard Timberlake having left his role as director of asset management at AXA Sun Life in 1999 to successfully set up Investment Management Selection (IMS) with Timberlake. He prefers not to restrict himself to a particular investment style, complimenting the Timberlake approach. The pair co-manage the IMS Select and the IMS Global Select funds along with several fund of funds on behalf of Way Fund Managers and several millions in institutional assets. Now a director of research at IMS, Kim was born in May 1958 and has over 20 years' experience in the industry. Prior to joining AXA in 1991, he had spells at Alexander Stenhouse Fund Managers, where he was manager of personal investments and was a director of fund selection and portfolio management at Spencer Thornton.

Objective

The Fund will use a broadly defensive investment strategy with the aim of achieving capital growth over the medium to longer term through investment in collective investment schemes (regulated and unregulated) as well as directly held transferable securities, derivatives, cash, deposits, warrants and money market instruments. Investment may be made globally but foreign currency exposure through non UK investments may be hedged back into Sterling.

Performance

Conservative GBP over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3% 2.1% 0.0%
2017 6.2% 2.3% 1.0% -0.2% 3.0%
2016 11.3% 1.8% 3.1% 5.1% 0.9%
2015 1.5% 3.1% -2.1% -1.4% 1.9%
2014 7.6% 1.5% 1.3% 1.6% 3.0%
2013 6.4% 4.4% -0.8% 1.1% 1.7%
2012 8.4% 2.6% 1.1% 2.9% 1.5%
2011 3.9% 0.1% 1.7% -0.4% 2.5%
2010 -0.1% 3.4% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/02/2010
  • Share Class size52Mn
  • Base currencyGBX
  • ISIN GB00B3PSD118

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment100

Charges

  • Annual management0.65%
  • Initial investment5.00%

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