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Investec GSF Glbl Quality Eq Income A Inc USD

Ranked 2416 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

The Fund aims to provide an income and grow the value of your investment over the long term investing primarily in the shares of companies around the world. The Fund invests in a wide range of shares and is not restricted in its choice of companies either by size, industry or geography. The Fund focuses investment on shares deemed by the Investment Manager to be of high quality and may use derivatives.

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

Performance

Global over : 31/12/2016 - 31/12/2017
  • Rank 2416/2963 Total Return
  • Rank 2108/2963 Standard Deviation
  • Rank 1820/2963 Max Drawdown
Fund Name Currency Return
2414 Fidelity Global Equity Cur Neut Private Pool Sr B

Currency exposure is hedged

Currency exposure is hedged

CAD

17.6%

2415 BG SICAV Flexible Global Equities DL Cap EUR USD

17.6%

2416 Investec GSF Glbl Quality Eq Income A Inc USD USD

17.6%

2417 Mercer Passive Global Equity CCF M1 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

17.6%

2417 Alpinum SICAV - SIF Equity Focus Fund A Cap USD

17.6%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 17.6% 8.2% 4.3% -0.1% 4.3%
2016 1.9% 3.5% 2.8% 1.0% -5.1%
2015 8.0% 2.1% 1.3% -2.5% 7.2%
2014 3.8% 0.6% 4.3% -1.4% 0.4%
2013 15.1% 7.3% -0.5% 2.7% 5.0%
2012 14.2% 9.9% -1.3% 4.7% 0.6%
2011 5.8% 0.8% 4.0% -7.2% 8.7%
2010 6.2% 2.8% -10.0% 11.2% 3.3%
2009 28.0% -11.0% 16.6% 15.4% 6.9%
2008 -29.9% -5.2% -5.2% -5.1% -17.8%
2007 1.1% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date03/12/2010
  • Share Class size362Mn
  • Base currencyUSD
  • ISIN LU0545562505

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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