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Investec Cautious Managed

Ranked 348 out of 351 in - Balanced over 12 months
All calculations are in GBP

Managed by

Alastair Mundy

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.

Objective

The Fund aims to provide a combination of income and long term capital growth by investing conservatively in a diversified portfolio of equities, bonds and other fixed interest securities of high quality and marketability. At all times the Fund’s equity exposure will be limited to a maximum of 60% of the portfolio value.

Performance

Balanced over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 1.6% 0.9% -0.7% 1.4%
2013 7.7% 7.7% -2.0% 2.0% -0.1%
2012 9.5% 6.2% -3.3% 4.0% 2.5%
2011 -2.0% -0.1% 1.3% -5.6% 2.5%
2010 13.2% 4.5% -3.7% 5.3% 6.8%
2009 24.6% -3.2% 9.3% 17.1% 0.6%
2008 -10.5% -5.7% -2.5% -2.4% -0.3%
2007 -3.7% 0.2% 0.7% -2.5% -2.2%
2006 8.8% 3.4% -1.2% 2.8% 3.6%
2005 12.4% 1.9% 2.7% 4.3% 3.0%
2004 10.3% 1.3% 1.0% 1.7% 6.0%
2003 19.4% -2.8% 13.6% 3.4% 4.5%
2002 -3.8% 4.0% -3.3% -7.9% 3.9%
2001 -0.1% -1.1% 2.1% -6.0% 5.3%
2000 7.6% -1.6% 3.1% 0.3% 5.7%
1999 10.7% 7.4% 5.0% -4.4% 2.7%
1998 9.7% 13.3% -0.8% -10.2% 8.6%
1997 23.8% 5.0% 4.5% 13.0% -0.1%
1996 9.3% -0.2% 0.8% 5.6% 2.9%
1995 5.3% 0.8% 4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/06/1993
  • Share Class size206Mn
  • Base currencyGBP
  • ISIN GB0031078453

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment4.5

Related News

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Despite falling 20% since October, the precious metal may still retain its allure as central bankers continue their huge financial experiment, writes Alastair Mundy of Investec Asset Management.

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...more...

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