Alastair Mundy

To print fund fact sheets, please use the print option in the Factsheet Tools section in the top right corner:

http://citywire.co.uk/manager/factsheet/d1054

Factsheet tools

reset

No results found


Glossary

  • Fund

    A way for individual investors to pool their money together, allowing them to invest in assets that would otherwise be unobtainable

  • Fund manager

    The person who decides where the fund's money should be invested. As such, finding a talented manager (such as those with a Citywire rating) is of paramount importance

  • Sector

    Funds are grouped together into sectors, allowing fund managers to be judged against their benchmarks and peer group. Each sector has rules about what assets funds are allowed to invest in

  • Assets

    A generic term meaning 'what you own'. If you can buy it, it's an asset. In the world of investments the most common assets are shares, bonds, property and cash.

  • Asset class

    A group of assets with similar properties. For example, while shares will rise or fall in price individually, economic factors can affect all shares similarly. The same economic factors might affect bonds very differently – so shares and bonds are separate asset classes.

  • Asset allocation

    The process of deciding which asset classes to invest in. Successful asset allocation is often more important than selecting individual assets (for example deciding whether to invest mainly in shares, rather than which shares to invest in). Since most fund managers are tied to their sector rules, you need to either do your own asset allocation or buy a managed fund.

  • Benchmark

    A measure of how different areas of the markets are performing, against which funds can be compared. For example, a fund in the UK All Companies sector might be compared against the FTSE All-Share index of every company traded on the London Stock Exchange. A good fund manager will be able to beat the benchmark most of the time, but very few can.

  • Securities

    A contract representing something of financial value. Shares and bonds are the most common types of securities.

  • Managed funds

    Unlike most funds, which are restricted to investing in particular markets by the rules of their sector, managed funds can invest in just about anything. While they can have subtly different objectives, they are split into 'Active Managed', where the manager is given free reign; 'Balanced Managed', where the manager can invest a maximum of 85% in shares to reduce risk; and 'Cautious Managed' with a 60% maximum in shares.

  • Shares

    A share in a company represents part ownership of its assets (e.g. its buildings, intellectual property and so on) and its future income (paid out as dividends). The value of a share depends largely on other investors' expectations of the company's future growth and income.

  • Bonds

    Companies can issue bonds as a way of raising money. When you buy a bond, the company is agreeing to pay you a fixed income (hence the alternative name 'fixed income securities') for a certain time period, after which your money is repaid. If investors suspect a company may be unable to repay, they will demand a higher income or 'yield' - hence 'high yield bonds'.

  • Risk

    The possibility that your investment objectives won't be met. The most obvious variety is 'capital risk' – the possibility that you won't get your money back – but there are many other forms such as currency risk, income risk, inflation risk (that your investments won't keep pace with the cost of living) and so on. To get better returns, you must accept more risk – this is a law of physics in investing, no matter what the people who advertise funds like to claim. Understanding your own risk tolerance is crucial.

  • Return

    A measure of how your investments have performed, relative to your initial investment. For example if you invest £1,000 in a fund, and a year later your investment is worth £1,100, you've made a 10% return.

  • Maximum loss

    Otherwise known as maximum 'drawdown', this is a measure of how much you would lose if you bought an investment at its most expensive and sold at its cheapest (which, owing to the frailties of human psychology, often happens). For example if a fund was worth £1 a unit at one point but then fell to 50p – regardless of what happened in the meantime – the fund's loss would be 50%. Comparing the maximum loss for different managers over a given period is a good way of seeing who's doing the best job of safeguarding investors' money.

Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

Alastair Mundy

Alastair Mundy

  • Currently running 6 funds
Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Current rating:
    Not rated

Alastair Mundy does not get overly excited by market momentum and describes himself as a contrarian investor. He has experience in both fixed interest and equity fund management and is responsible for several hundred million in assets for Investec across a wide selection of asset classes. Born in London in August 1966, Mundy gained a BSc in Actuarial Science from City University, London. He got his first fund manager job with CGU and was closely involved in investment trust launches at the group before he joined Investec in July 2000.

Fund Groups

Investec

Old Mutual Global Investors

Total returns in each sector over

  • Equity - UK (All Companies)

    -1.4%Average manager -2.5%

    Equity - UK (All Companies)

    View performance chart

    -1.4%

Alastair Mundy also manages these funds

Fund Manager's Citywire Ratings History

  • Rated A in Sep 2003Sep 2003
  • Rated AA in Oct 2003
  • Rated A in Nov 2003
  • Rated A in Dec 2003
  • Rated A in Jan 20042004
  • Rated A in Feb 2004
  • Rated A in Mar 2004
  • Rated AA in Apr 2004
  • Rated AA in May 2004
  • Rated AA in Jun 2004
  • Not rated in Jul 2004
  • Not rated in Aug 2004
  • Not rated in Sep 2004
  • Rated AA in Feb 2005
  • Rated AA in Mar 2005
  • Rated AA in Apr 2005
  • Rated AA in May 2005
  • Rated AA in Jun 2005
  • Rated AA in Jul 2005
  • Rated AA in Aug 2005
  • Rated AA in Sep 2005
  • Rated A in Oct 2005
  • Rated A in Nov 2005
  • Rated AA in Dec 2005
  • Rated A in Jan 20062006
  • Rated A in Feb 2006
  • Rated A in Mar 2006
  • Rated A in Apr 2006
  • Not rated in May 2006
  • Not rated in Jun 2006
  • Not rated in Jul 2006
  • Not rated in Aug 2006
  • Not rated in Sep 2006
  • Not rated in Oct 2006
  • Not rated in Nov 2006
  • Rated A in Dec 2006
  • Rated A in Jan 20072007
  • Not rated in Feb 2007
  • Rated A in Mar 2007
  • Not rated in Apr 2007
  • Not rated in May 2007
  • Not rated in Jun 2007
  • Not rated in Jul 2007
  • Not rated in Aug 2007
  • Not rated in Sep 2007
  • Not rated in Oct 2007
  • Not rated in Nov 2007
  • Not rated in Dec 2007
  • Not rated in Jan 20082008
  • Not rated in Feb 2008
  • Not rated in Mar 2008
  • Not rated in Apr 2008
  • Not rated in May 2008
  • Not rated in Jun 2008
  • Not rated in Jul 2008
  • Not rated in Aug 2008
  • Not rated in Sep 2008
  • Not rated in Oct 2008
  • Not rated in Nov 2008
  • Not rated in Dec 2008
  • Not rated in Jan 20092009
  • Rated A in Feb 2009
  • Rated A in Mar 2009
  • Rated A in Apr 2009
  • Rated A in May 2009
  • Rated AA in Jun 2009
  • Rated AA in Jul 2009
  • Rated AA in Aug 2009
  • Rated AA in Sep 2009
  • Rated A in Oct 2009
  • Rated AA in Nov 2009
  • Rated A in Dec 2009
  • Rated A in Jan 20102010
  • Rated A in Feb 2010
  • Not rated in Mar 2010
  • Not rated in Apr 2010
  • Rated A in May 2010
  • Rated A in Jun 2010
  • Rated AA in Jul 2010
  • Rated A in Aug 2010
  • Rated A in Sep 2010
  • Rated A in Oct 2010
  • Rated A in Nov 2010
  • Rated AA in Dec 2010
  • Rated AA in Jan 20112011
  • Rated A in Feb 2011
  • Rated A in Mar 2011
  • Rated AA in Apr 2011
  • Rated AA in May 2011
  • Rated AA in Jun 2011
  • Rated AA in Jul 2011
  • Rated A in Aug 2011
  • Rated AA in Sep 2011
  • Rated A in Oct 2011
  • Rated A in Nov 2011
  • Rated A in Dec 2011
  • Not rated in Jan 20122012
  • Not rated in Feb 2012
  • Not rated in Mar 2012
  • Not rated in Apr 2012
  • Not rated in May 2012
  • Not rated in Jun 2012
  • Not rated in Jul 2012
  • Not rated in Aug 2012
  • Not rated in Sep 2012
  • Not rated in Oct 2012
  • Not rated in Nov 2012
  • Not rated in Dec 2012
  • Not rated in Jan 20132013
  • Not rated in Feb 2013
  • Not rated in Mar 2013
  • Not rated in Apr 2013
  • Not rated in May 2013
  • Not rated in Jun 2013
  • Not rated in Jul 2013
  • Not rated in Aug 2013
  • Not rated in Sep 2013
  • Not rated in Oct 2013
  • Not rated in Nov 2013
  • Not rated in Dec 2013
  • Not rated in Jan 20142014
  • Not rated in Feb 2014
  • Not rated in Mar 2014
  • Not rated in Apr 2014
Learn how Citywire Ratings are calculated

News about: Alastair Mundy

How has Alastair Mundy performed over

Fund Manager's Citywire Ratings History

  • Rated A in Sep 2003Sep 2003
  • Rated AA in Oct 2003
  • Rated A in Nov 2003
  • Rated A in Dec 2003
  • Rated A in Jan 20042004
  • Rated A in Feb 2004
  • Rated A in Mar 2004
  • Rated AA in Apr 2004
  • Rated AA in May 2004
  • Rated AA in Jun 2004
  • Not rated in Jul 2004
  • Not rated in Aug 2004
  • Not rated in Sep 2004
  • Rated AA in Feb 2005
  • Rated AA in Mar 2005
  • Rated AA in Apr 2005
  • Rated AA in May 2005
  • Rated AA in Jun 2005
  • Rated AA in Jul 2005
  • Rated AA in Aug 2005
  • Rated AA in Sep 2005
  • Rated A in Oct 2005
  • Rated A in Nov 2005
  • Rated AA in Dec 2005
  • Rated A in Jan 20062006
  • Rated A in Feb 2006
  • Rated A in Mar 2006
  • Rated A in Apr 2006
  • Not rated in May 2006
  • Not rated in Jun 2006
  • Not rated in Jul 2006
  • Not rated in Aug 2006
  • Not rated in Sep 2006
  • Not rated in Oct 2006
  • Not rated in Nov 2006
  • Rated A in Dec 2006
  • Rated A in Jan 20072007
  • Not rated in Feb 2007
  • Rated A in Mar 2007
  • Not rated in Apr 2007
  • Not rated in May 2007
  • Not rated in Jun 2007
  • Not rated in Jul 2007
  • Not rated in Aug 2007
  • Not rated in Sep 2007
  • Not rated in Oct 2007
  • Not rated in Nov 2007
  • Not rated in Dec 2007
  • Not rated in Jan 20082008
  • Not rated in Feb 2008
  • Not rated in Mar 2008
  • Not rated in Apr 2008
  • Not rated in May 2008
  • Not rated in Jun 2008
  • Not rated in Jul 2008
  • Not rated in Aug 2008
  • Not rated in Sep 2008
  • Not rated in Oct 2008
  • Not rated in Nov 2008
  • Not rated in Dec 2008
  • Not rated in Jan 20092009
  • Rated A in Feb 2009
  • Rated A in Mar 2009
  • Rated A in Apr 2009
  • Rated A in May 2009
  • Rated AA in Jun 2009
  • Rated AA in Jul 2009
  • Rated AA in Aug 2009
  • Rated AA in Sep 2009
  • Rated A in Oct 2009
  • Rated AA in Nov 2009
  • Rated A in Dec 2009
  • Rated A in Jan 20102010
  • Rated A in Feb 2010
  • Not rated in Mar 2010
  • Not rated in Apr 2010
  • Rated A in May 2010
  • Rated A in Jun 2010
  • Rated AA in Jul 2010
  • Rated A in Aug 2010
  • Rated A in Sep 2010
  • Rated A in Oct 2010
  • Rated A in Nov 2010
  • Rated AA in Dec 2010
  • Rated AA in Jan 20112011
  • Rated A in Feb 2011
  • Rated A in Mar 2011
  • Rated AA in Apr 2011
  • Rated AA in May 2011
  • Rated AA in Jun 2011
  • Rated AA in Jul 2011
  • Rated A in Aug 2011
  • Rated AA in Sep 2011
  • Rated A in Oct 2011
  • Rated A in Nov 2011
  • Rated A in Dec 2011
  • Not rated in Jan 20122012
  • Not rated in Feb 2012
  • Not rated in Mar 2012
  • Not rated in Apr 2012
  • Not rated in May 2012
  • Not rated in Jun 2012
  • Not rated in Jul 2012
  • Not rated in Aug 2012
  • Not rated in Sep 2012
  • Not rated in Oct 2012
  • Not rated in Nov 2012
  • Not rated in Dec 2012
  • Not rated in Jan 20132013
  • Not rated in Feb 2013
  • Not rated in Mar 2013
  • Not rated in Apr 2013
  • Not rated in May 2013
  • Not rated in Jun 2013
  • Not rated in Jul 2013
  • Not rated in Aug 2013
  • Not rated in Sep 2013
  • Not rated in Oct 2013
  • Not rated in Nov 2013
  • Not rated in Dec 2013
  • Not rated in Jan 20142014
  • Not rated in Feb 2014
  • Not rated in Mar 2014
  • Not rated in Apr 2014
Learn how Citywire Ratings are calculated
Sorry, this link is not
quite ready yet