IFML Vitality Global Equity D Acc GBP

Ranked 230 out of 816 in - Global over 3 months
All calculations are in GBP unless stated

Managed by

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 will primarily invest in shares of companies around the world. The Fund will be unrestricted in its choice of companies either by size or industry, or in terms of the geographical location. The Fund will focus investment in companies deemed to be of high quality i.e. providing sustainably high levels of return on invested capital and free cash flow. These may be companies typically associated with global brands or franchises which have enduring competitive advantages that can sustain high returns. The Fund will usually invest in a relatively small number of companies.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.7%
2018 6.0% -8.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/05/2018
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB00BFWVC548

Purchase Info

  • Min. initial investment20,000

Charges

  • Annual management0.75%
  • Initial investment0.00%

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