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Investec Cautious Managed A

Ranked 898 out of 1195 in - Conservative over 12 months
All calculations are in EUR

Managed by

Clyde Rossouw

Clyde is a portfolio manager at Investec Asset Management with a focus on absolute return investing. His portfolio manager duties include the Investec Opportunity Fund unit trust. Clyde joined Investec Asset Management in November 1999 as an asset allocation and sector allocation strategist. Prior to Investec Asset Management, Clyde was awarded a bursary by Sanlam and worked in their group for eight years, including five years in asset management. His experience in investments includes fixed income analysis and portfolio management. Clyde completed his Bachelor of Science (Statistics and Actuarial Science) degree at the University of Cape Town in 1991. He was awarded the Certificates in Actuarial Techniques (1995), and Finance and Investments (1997) by the Institute of Actuaries in London, and gained his Chartered Financial Analysts qualification in 1999.

Objective

The Investec Cautious Managed Fund aims to grow income and capital over the medium term. Objective aim to achieve returns in excess of the funds peer group average,measured over 3 to 5 year periods.The fund invests in a mix of SA eq, bd and Mny Mkt instruments, as well as international eq & fxd interest investments. Regulation 28 currently limits eq exposure to 75% of the fnd (90% with listed property) & international exposure to 20% (for retirement funds exempted from the 15% limit). The fund's classification however limits equity exposure to 40% of the fund.

Performance

Conservative over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 7.0% 1.7% 2.9% 2.2%
2013 -12.6% -1.5% -8.1% -0.9% -2.6%
2012 3.7% 3.5% 0.9% 1.1% -1.8%
2011 -6.0% -6.1% -1.5% -3.3% 5.1%
2010 24.9% 8.1% 7.2% 0.1% 7.6%
2009 36.1% -1.2% 23.8% 3.6% 7.5%
2008 -19.6% -20.7% -0.6% 11.9% -8.9%
2007 1.7% -0.2% 2.4% -0.3% -0.2%
2006 -10.7% -16.5% -3.0% 10.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

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