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Investec Global Franchise A Acc Net GBP

Ranked 2330 out of 3010 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 : 31/03/2017 - 31/03/2018
  • Rank 2330/3010 Total Return
  • Rank 1030/3010 Standard Deviation
  • Rank 1002/3010 Max Drawdown
Fund Name Currency Loss
1002 Investec Global Franchise A Acc Net GBP USD

-5.8%

1002 UBS Global High Conviction Fund

Currency exposure is hedged

Currency exposure is hedged

AUD

-5.8%

1002 Scotia Global Growth Series A USD

-5.8%

1002 IG AGF Global Equity Series C USD

-5.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1%
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 size67Mn
  • Base currencyGBX
  • ISIN GB00B7WN9P32

Purchase Info

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

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).