Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Investec Global Franchise A Acc Net GBP

Ranked 1020 out of 2963 in - Global over 12 months
All calculations are in USD unless stated

Managed by

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 grow the value of your investment over the long term. The Fund invests around the world primarily in the shares of companies.The Fund focuses investment on companies deemed by the Investment Manager to be of high quality which are typically those associated with global brands or franchises.

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

Performance

Global over : 31/12/2016 - 31/12/2017
  • Rank 1020/2963 Total Return
  • Rank 2341/2963 Standard Deviation
  • Rank 2243/2963 Max Drawdown
Fund Name Currency Risk
2341 Peters MacGregor Global

Currency exposure is hedged

Currency exposure is hedged

AUD

6.1

2341 Pzena Global Value A USD USD

6.1

2341 R & A Global Strategic Equity Fund USD

6.1

2341 GVC Gaesco 300 Places Wordwide A, FI USD

6.1

2341 Wealth Invest Saxo Global Equities USD

6.1

2341 Investec Global Franchise A Acc Net GBP USD

6.1

2341 Perspective Universal Selection Short Term 7 USD

6.1

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 24.2% 10.4% 5.7% 1.3% 5.0%
2016 0.7% 2.1% -0.8% 4.1% -4.5%
2015 8.7% 2.3% 1.9% -4.1% 8.7%
2014 4.7% 1.4% 4.8% -2.0% 0.5%
2013 16.6% 8.1% -0.1% 3.1% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/2012
  • Share Class size69Mn
  • Base currencyGBX
  • ISIN GB00B7WN9P32

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.50%
  • Initial investment1.5

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