Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Investec Global Bond A Inc Net GBP

Ranked 57 out of 112 in - Global over 12 months
All calculations are in GBP

Managed by

Russell Silberston

Russell Silberston is a fixed income portfolio manager at Investec Asset Management and has responsibility for short dated sterling fixed interest portfolios. Before this he worked for Cazenove Capital Management where he was a fixed income portfolio manager. Russell is an associate member of the Securities & Investment Institute.

John Stopford

John Stopford has been a fund manager for 18 years and is a Chartered Financial Analyst. He attended Oxford University where he obtained an Honours degree in chemistry. John was appointed head of fixed income at Investec in 2003. He moved to the London office after a stint in South Africa where he was made responsible for the South African fixed income business following the merger between Investec Asset Management and Guinness Flight in 1998. Through very strong performance, John helped grow South Africa’s fixed income assets under management from £1.5 billion to £5 billion in 5 years, winning numerous awards. Previously, John was responsible for Guinness Flight’s investments in emerging bond and currency markets in London. Prior to joining Guinness Flight in 1993, he worked in London and Tokyo as a specialist global bond and currency portfolio manager for Mitsui Trust Asset Management. John currently manages the Investec GSF Global Strategic Income Fund and the Investec GSF High Income Bond (US Dollar) fund where he uses an active and primarily top down fixed income investment process. Outside of fund mangement, John enjoys rugby.

Objective

The Fund aims to provide an income and grow the value of your investment over the long term. The Fund invests around the world in bonds (contracts to repay borrowed money which typically pay interest at fixed times) and related derivatives (financial contracts whose value is linked to the price of an underlying asset).

Performance

Global over : 31/12/2013 - 31/12/2014
  • Rank 57/112 Total Return
  • Rank 94/112 Standard Deviation
  • Rank 93/112 Max Drawdown
Fund Name Return
55 Goldman Sachs Glo FI Plus Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

6.1%

56 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged

5.9%

57 Investec Global Bond A Inc Net GBP

5.9%

58 Goldman Sachs Glo Fix Inc Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

5.7%

59 M&G Global Macro Bond X Inc

5.7%

59 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

5.7%

Fund Name Loss
91 Schroder ISF Global Credit Dur Hedged GBPH I Acc

Currency exposure is hedged

Currency exposure is hedged

-1.8%

92 Goldman Sachs Glo Strat Inc Bond Pf P GBP-H

Currency exposure is hedged

Currency exposure is hedged

-1.8%

93 Investec Global Bond A Inc Net GBP

-1.8%

94 Waverton Global Bond A GBP

-1.9%

95 Templeton Global Bond A (Mdis) GBP

-2.0%

Total Return

Quarterly Performance

to 31/12/2014 Annual Q1 Q2 Q3 Q4
2014 5.9% 0.5% -1.1% 3.5% 3.0%
2013 -7.4% 4.1% -2.8% -5.3% -3.4%
2012 -1.1% -2.2% 2.3% -0.5% -0.6%
2011 2.6% -2.2% 2.4% 2.1% 0.3%
2010 10.9% 7.2% -0.4% 2.8% 1.1%
2009 3.6% -0.8% -6.0% 12.3% -1.1%
2008 45.9% 8.3% -3.5% 8.7% 28.4%
2007 5.9% 0.1% -3.2% 5.2% 3.8%
2006 -8.1% -1.4% -3.0% -0.3% -3.6%
2005 3.0% -1.2% 3.3% 0.4% 0.5%
2004 2.1% -0.9% -1.7% 3.0% 1.7%
2003 2.9% 4.1% -0.9% 1.6% -1.9%
2002 10.1% 0.9% 7.1% 0.5% 1.4%
2001 5.3% 1.4% -1.3% 4.7% 0.5%
2000 7.5% -1.7% 7.1% -2.4% 4.6%
1999 -5.0% -2.9% -2.2% -0.7% 0.8%
1998 14.7% -0.8% 1.3% 4.5% 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

  • Launch date17/07/1996
  • Share Class size109Mn
  • Base currencyGBP
  • ISIN GB00B01VDB34

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment100

Charges

  • Annual management1.0%
  • Initial investment4.5

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