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Investec GSF Global Strategic Mgd A Inc USD

Ranked 44 out of 62 in - Balanced USD over 12 months
All calculations are in GBP unless stated

Managed by

Iain Cunningham

Iain Cunningham joined Investec Asset Management from Schroders in 2016 as co-lead of the multi asset team. He graduated from Loughborough University with an MA in Economics and Finance and a BA in Economics. Iain is also a CFA Charterholder.

Philip Saunders

Born in Christchurch, New Zealand in 1958, Philip Saunders began his career in 1981 at Guinness Mahon & Co in London. He joined as a graduate trainee and was named assistant fund manager a year later. By 1984 Saunders held sole responsibility for the management of currency funds. After three years in this role he was promoted to director and head of fixed income. He made a lateral move in 1995 to take control of Guinness Flight’s retail sales and marketing business. The acquisition of Guinness Flight by Investec Asset Management saw him return to the company's investment management division in 1999 when he assumed the position of head of multimanager services. Saunders is manager of the Investec GSF Global Strategic Managed fund and the Investec Managed Growth fund for which he primarily invests in shares of investment trust companies. Educated at Cambridge, Saunders counts sailing and art history among his hobbies.

Objective

The Fund invests around the world in a mix of different assets including bonds (contracts to repay borrowed money which typically pay interest at fixed times); money market instruments (tradable securities where money can be invested for short periods); the shares of companies; convertible securities (bonds which can typically be turned into company shares); and other funds. Normally no more than 75% of the Fund is exposed, directly or indirectly, to the shares of companies.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced USD over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.4%
2018 -4.6% -3.3% 2.7% 0.6% -4.6%
2017 7.6% 2.4% 0.9% 0.6% 3.6%
2016 24.8% 2.3% 8.3% 8.5% 3.8%
2015 3.6% 7.9% -4.9% -3.5% 4.6%
2014 6.3% -1.3% 1.6% 2.0% 3.8%
2013 14.6% 11.4% 0.3% -0.4% 3.0%
2012 6.5% 5.3% -2.7% 1.9% 2.0%
2011 -7.2% 0.1% 1.3% -10.3% 2.0%
2010 17.5% 10.7% -7.1% 6.2% 7.6%
2009 15.1% -6.2% 1.4% 18.1% 2.4%
2008 -8.4% -3.5% -1.2% -6.1% 2.4%
2007 7.9% 1.7% 2.6% 2.3% 1.1%
2006 2.4% 5.2% -7.0% 0.9% 3.6%
2005 21.6% 1.1% 5.2% 8.4% 5.5%
2004 3.3% 0.2% -1.1% 1.2% 3.0%
2003 8.0% 2.2% 2.3% 2.4% 1.0%
2002 -7.6% 1.7% -2.2% -7.2% 0.0%
2001 -3.9% -2.1% 1.9% -6.2% 2.7%
2000 5.0% 2.1% 5.9% -2.3% -0.7%
1999 8.7% 1.8% 3.2% -4.5% 8.4%
1998 14.9% 5.8% 2.7% -5.1% 11.6%
1997 10.9% 3.9% 5.7% 4.1% -2.9%
1996 -2.9% 2.8% -0.6% 0.4% -5.4%
1995 5.9% 3.4% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Botswana
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Macau
  12. Netherlands
  13. Norway
  14. Portugal
  15. Singapore
  16. South Africa
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date06/02/1995
  • Share Class size81Mn
  • Base currencyUSD
  • ISIN LU0345768740

Purchase Info

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

Charges

  • Annual management1.50%
  • 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).