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Investec Global Energy A Acc GBP

Ranked 6 out of 24 in - Energy over 12 months
All calculations are in GBP unless stated

Managed by

Graeme Baker

Tom Nelson

Tom Nelson is head of commodities and resources at Investec Asset Management where he deals in natural resource commodities using a hybrid investment style. He joined the firm in 2012 and prior to this, he was a portfolio manager at Guinness Asset Management. Tom graduated from Oxford University with a degree in modern languages.

Objective

The Fund invests around the world in the shares of companies involved in the exploration, production or distribution of oil, gas and other energy sources, including renewables. The Fund may also invest in the shares of companies that service the energy industry. The Fund may invest in other assets such as cash, other funds and derivatives (financial contracts whose value is linked to the price of an underlying asset).

Showing fund performance in United Kingdom View performance globally

Performance

Energy over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.8%
2018 -12.8% -9.7% 15.0% 2.4% -18.0%
2017 -13.7% -9.1% -12.9% 4.9% 3.9%
2016 49.0% 7.0% 15.1% 4.8% 15.5%
2015 -24.8% 1.0% -7.1% -21.9% 2.5%
2014 -18.3% -0.2% 11.1% -5.9% -21.7%
2013 14.4% 13.3% -5.2% 5.5% 0.9%
2012 -2.9% 3.7% -11.3% 9.8% -3.8%
2011 -12.9% 11.1% -7.2% -23.4% 10.3%
2010 15.1% 5.1% -10.0% 4.5% 16.4%
2009 34.4% 4.4% 8.0% 15.9% 2.8%
2008 -25.7% -6.7% 18.7% -24.3% -11.3%
2007 33.3% 3.0% 12.5% 2.1% 12.6%
2006 -2.5% 9.4% -4.2% -11.4% 4.9%
2005 78.4% 17.0% 19.0% 34.1% -4.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Total SA ORD 9.09%
BP PLC ORD 8.98%
Royal Dutch Shell Plc B ORD 6.82%
ConocoPhillips ORD 3.99%
Exxon Mobil Corp ORD 3.89%
Eni SpA ORD 3.87%
Galp Energia SGPS SA ORD 3.43%
CNOOC Ltd ORD 3.40%
Phillips 66 ORD 3.32%
Valero Energy Corp ORD 3.27%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/11/2004
  • Share Class size51Mn
  • Base currencyGBX
  • ISIN GB00B049P968

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).