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Investec Cautious Managed

Ranked 344 out of 388 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

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

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5%
2017 2.8% 2.1% -1.2% 2.1% -0.1%
2016 18.2% 3.4% 2.2% 5.8% 5.8%
2015 -2.9% 4.5% -1.5% -6.2% 0.7%
2014 -0.3% 0.9% -0.7% -0.4% -0.1%
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 19.1% 3.9% 5.3% 4.2% 4.5%
1994 -5.0% -3.9% -3.4% 1.1% 1.2%
1993 9.4% 7.3%

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 investment1,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.50%
  • Initial investment1.5

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Mark Wynne-Jones' appointment follows his recent departure from Investec Asset Management where he was co-manager on a number of funds.

Investec Cautious Managed

Investec brings £300m American fund in-house for Mundy

Investec Asset Management is bringing its £300 million American fund in-house for managers Alastair Mundy and Mark Wynne-Jones to improve its performance.

Investec adds income fund to risk-rated range

Investec Asset Management is launching an income fund for managers John Stopford and Max King, to complete its new risk-rated Managed Solutions range ahead of the retail distribution review, Wealth Manager understands.

Investec Wealth & Investment profit dips on restructure costs

(Update) Investec's wealth arm saw a 4.2% fall in profit on restructuring costs, while its specialist banking arm saw a 30% slump in earmings. However, it funds business had a record year. 

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