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Investec GSF American Equity A Acc Gross

Ranked 171 out of 228 in - North America over 12 months
All calculations are in EUR

Managed by

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.

David Lynch

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.

Performance

North America over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 13.1% 1.9% 3.2% 7.6%
2013 20.6% 15.1% -1.0% -1.1% 7.1%
2012 4.9% 13.7% -8.4% 6.0% -4.9%
2011 -11.8% 2.1% -5.9% -17.6% 11.4%
2010 17.0% 12.0% -5.4% -2.9% 13.7%
2009 37.0% -2.6% 20.1% 9.1% 7.4%
2008 -40.0% -19.6% -2.8% 0.0% -23.2%
2007 -6.9% 0.8% 5.4% -3.6% -9.2%
2006 7.9% 2.7% -6.9% 8.4% 4.1%
2005 24.0% 2.8% 9.9% 5.9% 3.7%
2004 -0.7% 4.7% -1.1% -4.5% 0.4%
2003 10.2% -4.8% 14.5% 0.2% 0.9%
2002 -30.7% 3.3% -20.0% -13.8% -2.7%
2001 -17.0% -8.4% 7.1% -20.4% 6.2%
2000 10.0% 14.3% -1.6% 9.2% -10.5%
1999 28.8% 10.8% 11.2% -9.2% 15.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

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