Investec Diversified Growth A Inc GBP

Ranked 258 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

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.

Michael Spinks

Objective

The Fund aims to provide long-term real returns measured in Sterling through a combination of income and capital growth by investing primarily in a globally diversified portfolio of assets. The Fund targets a return of UK CPI +5% (gross of fees) per annum over rolling 5 year periods.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.8%
2018 -11.3% -4.6% -1.6% -1.6% -4.0%
2017 8.3% 2.1% 3.0% 1.5% 1.5%
2016 3.1% -1.6% 0.9% 2.9% 1.0%
2015 -0.6% 4.9% -2.8% -4.4% 2.1%
2014 5.8% -1.3% 2.1% 2.3% 2.6%
2013 11.9% 7.1% 0.5% 0.7% 3.3%
2012 10.0% 7.2% -3.5% 4.5% 1.8%
2011 -5.6% 0.4% 0.5% -8.8% 2.6%
2010 18.6% 8.4% -5.5% 7.5% 7.7%
2009 28.8% -4.2% 9.9% 18.6% 3.2%
2008 -25.0% -7.1% -1.3% -9.8% -9.3%
2007 3.2% 0.6% 2.0% 0.8% -0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GBP Forward Contract 69.67%
JPY Forward Contract 15.17%
US Treasury 3.000% 15-May-2047 14.45%
Germany 0.500% 15-Feb-2028 13.43%
HUF Forward Contract 6.49%
Other Liabilities 4.07%
Unknown Name 2.68%
Australia and New Zealand Banking Group Ltd Time/Term Deposit 1.97%
iShares Physical Gold ETC 1.96%
South Africa 10.500% 21-Dec-2026 1.86%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/12/2006
  • Share Class size2,252Mn
  • Base currencyGBX
  • ISIN GB00B1LB1T45

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).