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Overstone Global Equity Income Fund FI GBP Acc (0P0001AHHG.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Overstone Global Equity Income Fund FI GBP Acc

Thesis Unit Trust Management Limited

Exchange Building

St John’s Street

Management information
Richard Garstang,Lead manager since 1 May 2016
Richard joined Oldfield Partners in November 2006. He was previously employed by Man Securities as a research analyst covering the banking and specialty finance sector. He has also worked as a consultant for Deloitte in London and San Francisco. He graduated from St. Andrews University. He co-manages the global equity income portfolio and contributes to the overall investment selection.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryGlobal Equity Income
Fund familyThesis Unit Trust Management Limited
Net assetsN/A
YTD return12.01%
Yield0.00%
Morningstar ratingN/A1
Inception date4 Jul 2017

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

Expense0P0001AHHG.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A