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

Investec Global Quality EqInc Fund A Acc Net GBP

Ranked 2455 out of 2963 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Blake Hutchins

Abrie Pretorius

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

This Fund will invest in shares of companies around the world. The Fund will be unrestricted in its choice of companies either by size or industry, or the geographical make-up of the portfolio. The Fund will focus on investing in companies deemed to be of high quality, i.e. providing sustainably high levels of return on invested capital and free cash flow. The Fund may also invest in other transferable securities, money market instruments, cash or near cash, deposits, units or shares in other collective investment schemes (up to 10%) and derivatives (for efficient portfolio management and investment purposes).

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 17.3% 7.9% 4.6% -0.3% 4.2%
2016 2.2% -4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/05/2016
  • Share Class size115Mn
  • Base currencyGBX
  • ISIN GB00BYYXXH09

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

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).