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Investec GSF Latin American Equity A Acc USD

Ranked 5 out of 106 in - Latin America over 12 months
All calculations are in USD unless stated

Managed by

Rafael Mendoza Grendi

Rafael Mendoza is a Latin America portfolio manager at Investec where he joined in 2016. Previously Rafael worked at Pinebridge Investments where he was based in Santiago, Chile. He joined Pinebridge in 2010 and prior to that he was with Bice Inversiones where he was a portfolio manager and then head of equities. He started his career as an intern at Moneda Asset Management in 2002. Originally from Santiago, he graduated from Pontificia Universidad Catolica de Chile with a BA in business administration and management and an MA in economics. Outside of fund management Rafael enjoys tennis, soccer and music.

Objective

The Fund aims to grow the value of your investment over the long term investing primarily in the shares of either Latin American companies, or companies which are controlled by Latin American companies, or companies which carry out a significant proportion of their business activities in Latin America.The Fund can use derivatives.

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

Performance

Latin America over : 30/06/2016 - 30/06/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 14.6% 0.4%
2016 34.4% 16.2% 8.8% 7.3% -0.9%
2015 -29.9% -13.0% 3.0% -21.3% -0.6%
2014 -15.6% -1.7% 8.8% -9.1% -13.2%
2013 -14.8% 2.8% -15.6% 2.2% -3.9%
2012 20.1% 16.6% -10.0% 7.3% 6.7%
2011 -27.0% -2.8% -5.3% -24.8% 5.5%
2010 23.0% 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date30/04/2010
  • Share Class size42Mn
  • Base currencyUSD
  • ISIN LU0492943104

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment750

Charges

  • Annual management1.50%
  • Initial investment5

Related News

The three best LatAm equity managers revealed

Citywire Americas analysis reveals the best returning managers in Latin American equity over the past year.

Brazil scandal: top LatAm manager targets exporters as real drops

Investec’s Citywire A-rated Rafael Mendoza believes the market reaction was justified but that Brazilian companies are leaner and more efficient than a year ago.

Compass LatAm manager steps down from equity fund

Regional specialist relinquishes role on strategy with recent recruit stepping into the hot seat.

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