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Investec GSF American Equity A Inc

Ranked 186 out of 245 in - North America over 12 months
All calculations are in GBP unless stated

Managed by

David Lynch

Mark Wynne-Jones

Mark Wynne-Jones was born in 1969 and graduated from the London School of Economics with a Bachelor of Science degree in economics and has a Master's in finance from the London Business School. Mark started his career in 1996 as a fund manager at Cavendish Asset Management and in 1999 he joined UBS Wealth Management where he was the head of research. He then joined Investec Asset Management in 2005 where he is currently a portfolio manager and uses a contrarian approach to investing. He holds the AIIMR qualification and is a member of the CFA institute. Outside of fund management he enjoys spending time with his family and playing golf.

Objective

The Fund aims to achieve long-term capital growth primarily through investment in companies either listed and/or domiciled in the United States of America, or established outside of the United States of America but carrying out a significant portion of their business activities in the United States of America. The Fund will be unrestricted in its choice of companies either by size or industry. The Fund may also hold other transferable securities, money market instruments, cash and near cash, derivatives and forward transactions, deposits and units in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

North America over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 0.7% 7.3% -6.7% -5.9% 7.0%
2014 15.6% 1.2% -0.1% 4.7% 9.1%
2013 23.7% 20.0% 0.3% -3.5% 6.5%
2012 1.9% 13.5% -11.1% 4.3% -3.2%
2011 -14.0% 5.5% -4.0% -21.4% 8.1%
2010 12.8% 12.4% -13.2% 2.8% 12.4%
2009 25.9% -6.7% 10.4% 17.1% 4.4%
2008 -21.0% -12.7% -3.5% -0.5% -5.7%
2007 1.5% 1.6% 4.6% 0.0% -4.4%
2006 5.8% 4.3% -7.7% 6.4% 3.4%
2005 20.4% -0.1% 7.9% 6.9% 4.5%
2004 -0.2% -0.6% -0.8% -2.3% 3.6%
2003 19.1% 0.9% 15.4% 0.9% 1.4%
2002 -26.1% 3.5% -15.4% -16.4% 0.9%
2001 -19.2% -9.4% 3.7% -18.0% 4.9%
2000 11.2% 10.3% 3.9% 2.9% -5.8%
1999 13.5% 5.0% 8.8% -10.2% 10.7%
1998 24.0% 10.1% 4.6% -13.8% 25.0%
1997 28.5% 8.9% 9.5% 8.2% -0.4%
1996 8.0% 7.9% 1.6% 1.4% -2.9%
1995 6.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Hong Kong
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Macau
  8. Netherlands
  9. Norway
  10. Peru
  11. Singapore
  12. Spain
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date26/11/1990
  • Share Class size125Mn
  • Base currencyUSD
  • ISIN LU0345774631

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Initial investment5

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