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Investec Cautious Managed A

Ranked 51 out of 62 in - Conservative ZAR over 12 months
All calculations are in USD unless stated

Managed by

Sumesh Chetty

Clyde Rossouw

Clyde is a portfolio manager at Investec Asset Management with a focus on absolute return investing. His portfolio manager duties include the Investec Opportunity Fund unit trust. Clyde joined Investec Asset Management in November 1999 as an asset allocation and sector allocation strategist. Prior to Investec Asset Management, Clyde was awarded a bursary by Sanlam and worked in their group for eight years, including five years in asset management. His experience in investments includes fixed income analysis and portfolio management. Clyde completed his Bachelor of Science (Statistics and Actuarial Science) degree at the University of Cape Town in 1991. He was awarded the Certificates in Actuarial Techniques (1995), and Finance and Investments (1997) by the Institute of Actuaries in London, and gained his Chartered Financial Analysts qualification in 1999.

Objective

The Fund aims to provide a total return (the combination of income and capital growth) which is higher than inflation over the medium term. The Fund invests in a varied mix of asset classes including equities bonds, cash and listed property in a manner similar to that usually employed by retirement funds. Other investments may include the units of other funds and derivatives. The risk profile of the Fund is expected to be moderate to low with typically less than 40% of the Funds value being invested in equities.

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

Performance

Conservative ZAR over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 18.3% 5.2% 3.5% -0.2% 8.9%
2016 14.8% 6.7% 1.8% 5.7% 0.0%
2015 -16.7% -1.1% -0.5% -9.4% -6.6%
2014 -2.5% 1.7% 2.3% -5.7% -0.6%
2013 -8.6% -4.0% -7.0% 3.2% -0.9%
2012 5.3% 6.2% -3.9% 2.5% 0.6%
2011 -9.0% -0.7% 0.7% -10.6% 1.7%
2010 16.7% 2.0% -3.0% 11.6% 5.8%
2009 40.5% -5.7% 30.8% 7.9% 5.6%
2008 -23.5% -14.0% -1.1% -0.3% -9.8%
2007 12.7% 0.8% 3.9% 5.0% 2.6%
2006 -11.7% -3.9% 14.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date02/04/2006
  • Share Class size12,133Mn
  • Base currencyZAR
  • ISIN ZAE000078929

Purchase Info

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

Charges

  • Annual management1.60%
  • Initial investment0

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