Global factsheets

Overberg Asset Management publishes quarterly performance fact sheets for both local and global portfolios
OAM Global Growth Portfolio vs FTSE 100 (Index points)
Global Growth Portfolio Q1 2021
TECHNICAL DETAILS
INVESTMENT OBJECTIVE
Asset Allocation (See through basis)
Global Allocation (See through basis)
Annualised Growth (%)
OAM
FTSE 100
Inception 2003
7.65
2.54
10 years
8.00
1.29
7 years
8.74
0.25
5 years
11.58
1.69
3 years
10.28
-1.65
2021 YTD
1.05
3.92

ANNUALISED INCOME YIELD: 0.94%

2021 YTD RETURN (%): $ 1.91   |    6.18   |   R 2.44

FOREX RATE: £/$ 1.38   |  £/ 1.18   |  £/R 20.37

TOP 5 HOLDINGS
RIT Capital Partners
3I Infrastructure
Finsbury Growth & Income Trust
Baillie Gifford Japan
Fedelity China Special Situations
Total number of holdings: 22
Recent Global Growth Factsheets

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OAM Global Balanced Portfolio vs Benchmark (Index points)
Global Balanced Portfolio Q1 2021
TECHNICAL DETAILS
INVESTMENT OBJECTIVE
Asset Allocation (See through basis)
Global Allocation (See through basis)
Annualised Growth (%)
OAM
Bench
Inception 2003
7.91
2.94
10 years
8.87
2.14
7 years
9.24
1.45
5 years
11.87
3.40
3 years
10.88
1.13
2021 YTD
1.55
0.78

ANNUALISED INCOME YIELD: 1.34%

2020 YTD RETURN (%): $ 2.42   |    6.71   |   R 2.95

FOREX RATE: £/$ 1.38   |  £/ 1.18  |  £/R 20.37

TOP 5 HOLDINGS
RIT Capital Partners
Ruffer Investment
Baillie Gifford Japan
BH Macro
3I Infrastructure
Total number of holdings: 24
Recent Global Balanced Factsheets

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