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Investec Global Franchise Feeder A

Ranked 1495 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

An equity-only fund invested wholly in the foreign-domiciled Investec Global Franchise Fund. The Investec Global Franchise Fund aims to achieve long-term capital growth. Stock selection is oriented towards a quality approach, seeking to deliver consistent performance though the business cycle The underlying fund is unrestricted in its choice of companies either by size or industry or in terms of geographical makeup of the portfolio. The underlying fund focuses investment on companies deemed to be of high quality, 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

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 22.4% 10.2% 5.5% 0.9% 4.4%
2016 -1.1% 2.0% -0.7% 2.0% -4.2%
2015 7.5% 2.7% 0.2% -4.7% 9.5%
2014 3.2% 0.4% 4.1% -1.7% 0.5%
2013 17.3% 7.6% 0.3% 3.8% 4.8%
2012 10.2% 9.1% -5.7% 7.5% -0.5%
2011 -4.0% 1.6% 1.5% -9.0% 2.3%
2010 7.9% 1.5% -9.8% 10.7% 6.4%
2009 28.8% -10.2% 20.1% 15.1% 3.8%
2008 -39.8% -10.1% -2.3% -16.1% -18.3%
2007 14.0% 3.6% 7.4% 4.3% -1.8%
2006 17.2% 8.5% -3.5% 3.4% 8.3%
2005 11.4% -0.7% -0.2% 7.9% 4.1%
2004 10.7% 2.2% 2.2% -5.2% 11.8%
2003 20.1% -4.2% 10.0% 4.5% 9.0%
2002 -8.6% 1.2% -2.3% -10.3% 3.1%
2001 -8.7% -9.6% 3.9% -10.0% 8.1%
2000 -1.5% 2.3% -0.3% -2.0% -1.5%
1999 16.9% 1.3% 1.2% -0.8% 14.9%
1998 6.9% 7.7% -3.8% -8.0% 12.2%
1997 18.3% 6.3% 4.8% 8.2% -1.9%
1996 -1.8% -2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date21/05/1996
  • Share Class size5,815Mn
  • Base currencyZAR
  • ISIN ZAE000031423

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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