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 Q4 2020
TECHNICAL DETAILS
INVESTMENT OBJECTIVE
Asset Allocation (See through basis)
Global Allocation (See through basis)
Annualised Growth (%)
OAM
FTSE 100
Inception 2003
7.70
2.78
10 years
7.65
0.91
7 years
8.17
-0.62
5 years
11.06
0.69
3 years
8.47
-5.63
2020
12.84
-14.34

ANNUALISED INCOME YIELD: 0.90

2020 YTD RETURN (%): $ 16.31   |    6.69   |   R 22.11

FOREX RATE: £/$ 1.37   |  £/ 1.12   |  £/R 20.09

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

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OAM Global Balanced Portfolio vs Benchmark (Index points)
Global Balanced Portfolio Q4 2020
TECHNICAL DETAILS
INVESTMENT OBJECTIVE
Asset Allocation (See through basis)
Global Allocation (See through basis)
Annualised Growth (%)
OAM
FTSE 100
Inception 2003
7.93
3.44
10 years
8.61
2.07
7 years
8.61
1.01
5 years
11.19
3.02
3 years
9.02
-1.97
2020
16.08
-3.84

ANNUALISED INCOME YIELD: 1.33

2020 YTD RETURN (%): $ 19.64   |    9.75   |   R 25.61

FOREX RATE: £/$ 1.37   |  £/ 1.12  |  £/R 20.09

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

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