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Crow Point Defined Risk Global Equity Income Fd;A

Ranked 1 out of 46 in Global Income Funds over 12 months

All calculations are in USD unless stated

The Fund seeks income with long-term growth of capital as a secondary objective. The Fund intends to achieve its investment objective through buying a portfolio of high dividend paying common stocks of US and non US companies and other equity and then actively hedging the Funds equity exposure with options.

sector performance

Global Income Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0% 0.7%
2017 11.0% 2.1% 1.4% 2.9% 4.2%
2016 1.5% 0.3% -1.7% 1.6% 1.3%
2015 -5.0% -0.2% 1.2% -5.4% -0.6%
2014 -0.4% 1.5% 2.3% -3.6% -0.5%
2013 4.7% 1.7% -1.0% 2.0% 2.0%
2012 0.9% 0.6%

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/06/2012
  • Share Class size05Mn
  • Base currencyUSD
  • ISINUS8855725789

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment250

Charges

  • Initial investment0