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Scharf Global Opportunity Fund;Rtl

Ranked 28 out of 32 in Global Large-Cap Growth over 12 months

All calculations are in USD unless stated

The Fund seeks long-term capital appreciation. It invests in U.S. and non-U.S. equity securities that the Adviser believes have significantly more appreciation potential than downside risk. Equity securities in which the Fund may invest include common and preferred stock of companies of all market capitalizations.

sector performance

Global Large-Cap Growth
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% -0.4%
2017 18.4% 7.1% 5.8% 0.2% 4.3%
2016 6.0% 0.5% 1.4% 5.4% -1.3%
2015 1.3% 3.5% -0.2% -7.1% 5.5%

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 date14/10/2014
  • Share Class size28Mn
  • Base currencyUSD
  • ISINUS00770X5840

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment500