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Investec GSF Global Multi-Asset Income F Inc-2 USD

Ranked 6 out of 62 in - Balanced USD over 12 months
All calculations are in GBP unless stated

Managed by

John Stopford

John Stopford has been a fund manager for 18 years and is a Chartered Financial Analyst. He attended Oxford University where he obtained an Honours degree in chemistry. John was appointed head of fixed income at Investec in 2003. He moved to the London office after a stint in South Africa where he was made responsible for the South African fixed income business following the merger between Investec Asset Management and Guinness Flight in 1998. Through very strong performance, John helped grow South Africa’s fixed income assets under management from £1.5 billion to £5 billion in 5 years, winning numerous awards. Previously, John was responsible for Guinness Flight’s investments in emerging bond and currency markets in London. Prior to joining Guinness Flight in 1993, he worked in London and Tokyo as a specialist global bond and currency portfolio manager for Mitsui Trust Asset Management. John currently manages the Investec GSF Global Strategic Income Fund and the Investec GSF High Income Bond (US Dollar) fund where he uses an active and primarily top down fixed income investment process. Outside of fund mangement, John enjoys rugby.

Objective

Fund aims to provide income with the opportunity for long-term capital growth. Fund will invest primarily in a diversified portfolio of fixed interest instruments, equities and derivatives, the underlying assets of which are fixed interest instruments and equities. Normally, the Funds maximum equity exposure will be limited to 50% of its assets. The Investment Manager is free to choose how the Fund is invested and does not manage it with reference to an index.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced USD over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.9%
2018 6.8% -3.3% 6.2% 1.7% 2.2%
2017 -3.3% 0.8% -2.5% -2.3% 0.8%
2016 24.2% 4.0% 10.1% 4.0% 4.4%
2015 6.4% 7.2% -6.9% 1.8% 4.8%
2014 9.9% 0.2% -0.3% 5.4% 4.3%
2013 -5.9% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Botswana
  2. Denmark
  3. France
  4. Hong Kong
  5. Ireland
  6. Luxembourg
  7. Macau
  8. Netherlands
  9. Norway
  10. Singapore
  11. South Africa
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date26/07/2011
  • Share Class size1,222Mn
  • Base currencyUSD
  • ISIN LU0642103948

Purchase Info

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

Charges

  • Annual management0.65%
  • Initial investment5.00%

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