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Investec American A Acc Net GBP

Ranked 32 out of 877 in - US over 12 months
All calculations are in USD unless stated

Objective

The Fund aims to achieve long term capital growth primarily through investment in a portfolio of equities issued by USA companies and in derivatives the underlying assets of which are equities issued by USA companies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 32/877 Total Return
  • Rank 796/877 Standard Deviation
  • Rank 603/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.9% 4.0% 2.2%
2016 20.2% 1.9% -0.6% 5.5% 12.4%
2015 -4.4% 2.0% -0.7% -10.1% 5.0%
2014 11.4% 1.8% 4.2% -0.7% 5.8%
2013 28.3% 13.5% 0.1% 3.5% 9.1%
2012 3.8% 16.2% -15.1% 9.0% -3.5%
2011 -14.6% 7.0% -4.2% -20.6% 5.0%
2010 10.5% 5.4% -13.9% 6.9% 13.9%
2009 45.7% -6.1% 28.1% 13.6% 6.6%
2008 -43.7% -13.2% -2.4% -15.5% -21.5%
2007 3.3% 2.0% 6.9% 2.0% -7.1%
2006 20.5% 5.5% -1.3% 6.5% 8.7%
2005 8.5% -0.5% 2.7% 4.7% 1.5%
2004 5.8% 1.5% -2.5% -1.4% 8.4%
2003 34.0% 1.0% 18.3% 1.9% 10.1%
2002 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date23/09/2002
  • Share Class size138Mn
  • Base currencyGBP
  • ISIN GB0032033341

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment0

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