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Investec Global Strategic Equity A Acc Net GBP

Ranked 112 out of 694 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Mark Breedon

Mark Breedon is the Head of Global Equities for Investec Asset Management as well as being a Financials sector specialist. He has managed global equity portfolios for the last 12 years. He joined Investec Asset Management from Alliance Capital Management. There he managed amongst other portfolios, the $500m Worldwide Privatisation Fund, NYSE listed Southern Africa Fund, Spain Fund and Austria Fund after being headhunted from First Chicago (which later became Brinson Partners) in 1986. Mark managed developed market equity accounts for Brinson Partners after an initial three year spell in research at Vickers da Costa. Mark graduated with an Honours degree in Economics.

Objective

The Fund aims to achieve long term capital growth primarily through investment in equities issued by companies around the world that are believed to offer above average opportunities for capital gains, and in related derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.2%
2017 18.0% 5.0% 1.9% 3.4% 6.6%
2016 24.1% -0.5% 2.9% 12.9% 7.2%
2015 3.5% 9.5% -3.5% -9.7% 8.5%
2014 13.6% 3.1% 2.2% 3.2% 4.4%
2013 27.3% 16.6% -0.2% 1.1% 8.2%
2012 12.9% 11.6% -6.6% 5.5% 2.7%
2011 -8.8% 1.5% 1.7% -18.3% 8.3%
2010 15.1% 9.9% -12.8% 6.6% 12.6%
2009 19.6% -10.0% 5.0% 21.7% 3.9%
2008 -30.2% -15.9% 0.0% -13.3% -4.3%
2007 11.4% 2.0% 4.2% 3.7% 1.1%
2006 11.8% 13.4% -7.5% 1.5% 5.1%
2005 29.6% 3.8% 5.9% 13.1% 4.3%
2004 19.3% 2.1% 1.2% 6.4% 8.5%
2003 30.5% -3.8% 15.8% 7.6% 8.9%
2002 -11.5% 10.1% -5.6% -19.0% 5.1%
2001 -18.5% -7.9% 1.3% -17.7% 6.2%
2000 8.2% 3.8% 5.0% -4.6% 4.1%
1999 30.8% -0.3% 7.7% -3.4% 26.2%
1998 12.0% 12.6% 0.6% -16.9% 18.9%
1997 19.6% 12.4% 8.4% 6.9% -8.2%
1996 21.3% 10.8% 4.8% 1.4% 3.0%
1995 13.8% -3.5% 8.3% 3.1% 5.6%
1994 -6.5% 4.2% -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date14/02/1994
  • Share Class size557Mn
  • Base currencyGBX
  • ISIN GB0031141806

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Investec rebrands ‘Capital Accumulator’ and ‘Free Enterprise’ funds

Two of Investec’s more esoteric fund names are to be dropped in a rebranding exercise.

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