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Investec UK Special Situations A Inc GBP

Ranked 137 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Alastair Mundy

Alastair Mundy does not get overly excited by market momentum and describes himself as a contrarian investor. He has experience in both fixed interest and equity fund management and is responsible for several hundred million in assets for Investec across a wide selection of asset classes. Born in London in August 1966, Mundy gained a BSc in Actuarial Science from City University, London. He got his first fund manager job with CGU and was closely involved in investment trust launches at the group before he joined Investec in July 2000.

Objective

The Fund aims to provide a combination of income and long term capital growth, primarily through application of a contrarian approach to investment in UK equities and in derivatives the underlying assets of which are UK equities. The Fund may also invest, at the ACDs discretion, in other transferable securities, cash and near cash (which includes money market instruments and deposits) and other exchange traded and over the counter derivatives and forward transactions for investment purposes.

Showing fund performance in Funds Insider View performance globally

Performance

UK (All Companies) over : 31/05/2018 - 31/05/2019
  • Rank 137/256 Total Return
  • Rank 203/256 Standard Deviation
  • Rank 111/256 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.3%
2018 -10.7% -6.2% 10.3% -2.4% -11.5%
2017 4.6% 1.4% 0.5% 2.8% -0.2%
2016 16.8% -0.2% -1.5% 7.5% 10.5%
2015 -1.8% 5.0% -0.5% -9.0% 3.4%
2014 -1.0% 0.4% -0.3% -0.8% -0.3%
2013 26.1% 13.0% 1.6% 3.9% 5.7%
2012 15.3% 7.7% -2.4% 6.1% 3.5%
2011 -2.1% 0.9% 1.8% -10.9% 7.1%
2010 12.0% 4.0% -9.0% 8.0% 9.6%
2009 38.0% -7.6% 17.9% 23.7% 2.4%
2008 -19.2% -12.1% -2.8% -4.5% -1.0%
2007 -5.9% 0.3% 3.1% -5.0% -4.2%
2006 20.0% 5.9% 0.2% 4.8% 8.0%
2005 19.2% 4.3% 3.5% 6.5% 3.6%
2004 15.1% 2.0% 3.6% 1.1% 7.7%
2003 30.8% -5.6% 21.7% 6.0% 7.4%
2002 -17.1% 6.1% -9.1% -17.0% 3.6%
2001 -3.8% -3.0% 6.3% -14.1% 8.6%
2000 11.1% -1.1% 4.6% 1.0% 6.3%
1999 17.0% 12.3% 5.3% -7.4% 6.9%
1998 7.3% 16.0% -0.9% -16.2% 11.4%
1997 30.7% 5.4% 5.0% 15.4% 2.3%
1996 11.9% 0.8% 1.3% 5.6% 3.8%
1995 19.5% 2.1% 4.6% 8.0% 3.6%
1994 -1.2% -3.7% -3.4% 4.4% 1.7%
1993 43.6% 7.9% 7.4% 11.6% 11.1%
1992 15.9% -2.1% 4.3% -3.3% 17.3%
1991 14.1% 20.6% -4.2% 9.4% -9.7%
1990 -5.5% -4.4% 6.6% -16.9% 11.6%
1989 17.3% 19.9% -2.0% 0.6% -0.9%
1988 9.4% 6.9% 7.2% 2.5% -6.9%
1987 74.9% 29.7% 26.7% 21.7% -12.5%
1986 29.4% 25.5% 4.3% -4.9% 4.0%
1985 24.6% 6.4% 3.8% 4.3% 8.2%
1984 9.4% 21.4% -10.1% 8.4% -7.6%
1983 29.4% 8.2% 9.4% 0.5% 8.8%
1982 -6.8% 4.0% -4.8% 4.8% -10.2%
1981 1.9% 11.0% -2.7% -17.1% 13.8%
1980 -7.5% 1.7% 2.0% -4.3% -6.8%
1979 -20.4% 6.5% -9.5% -4.1% -13.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date02/10/1978
  • Share Class size58Mn
  • Base currencyGBX
  • ISIN GB0031078784

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0.00%

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