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Investec Diversified Income A Acc GBP

Ranked 42 out of 129 in - Conservative GBP 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

The Fund aims to provide income with the opportunity for long-term capital growth. The Fund will invest in both fixed interest instruments and equities and in derivatives the underlying assets of which are fixed interest instruments and equities in order to benefit from risk reduction through diversification. Investment will be oriented towards fixed interest instruments and may include international as well as UK investments. Fixed interest instruments held may be corporate or Government and of any duration and may be investment grade or sub investment grade.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.7%
2018 -0.2% -0.4% 0.3% 0.5% -0.6%
2017 4.3% 1.8% 0.8% 0.3% 1.4%
2016 6.2% 2.3% 1.8% 1.8% 0.2%
2015 2.2% 3.4% -2.3% -1.6% 2.9%
2014 5.6% 0.7% 2.3% 1.4% 1.1%
2013 6.5% 6.6% -2.1% -0.7% 2.8%
2012 7.4% 2.7% -0.4% 2.4% 2.5%
2011 2.2% 0.8% 1.3% -2.6% 2.7%
2010 8.6% 3.2% -2.1% 4.2% 3.2%
2009 16.4% -3.4% 7.5% 10.8% 1.1%
2008 -8.9% -4.8% -2.0% -2.2% -0.1%
2007 -1.8% 0.9% 0.3% -1.5% -1.4%
2006 10.1% 3.2% -1.4% 3.9% 4.1%
2005 11.1% 2.1% 2.9% 3.0% 2.7%
2004 3.4% 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/04/1994
  • Share Class size818Mn
  • Base currencyGBX
  • ISIN GB0031074924

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment0.00%

Related News

Investec targets 6% yield for Stopford’s Diversified Income fund

Investec Asset Management is launching the Diversified Income fund for Citywire Selection manager John Stopford and Max King, targeting a yield of up to 6%.

Mundy relinquishes Investec Managed Distribution fund

John Stopford and Max King will take control of the fund with Mundy remaining in charge of his Special Situations and Cautious Managed funds.

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