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Investec UK Special Situations A Inc Net GBP

Ranked 199 out of 259 in - UK (All Companies) 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 an income and to grow the value of your investment over the long term. The Fund invests primarily in the shares of companies in the UK and in related derivatives (financial contracts whose value is linked to the price of an underlying asset). The Fund will use a contrarian approach (investing in a way that is likely to be different to current general market views) in selecting investments.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2017 - 30/04/2018
  • Rank 199/259 Total Return
  • Rank 125/259 Standard Deviation
  • Rank 163/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.2%
2017 4.6% 1.4% 0.5% 2.8% -0.2%
2016 16.8% -0.2% -1.5% 7.5% 10.5%
2015 -1.8% 5.0% -0.5% -9.0% 3.4%
2014 -1.0% 0.4% -0.3% -0.8% -0.3%
2013 26.1% 13.0% 1.6% 3.9% 5.7%
2012 15.3% 7.7% -2.4% 6.1% 3.5%
2011 -2.1% 0.9% 1.8% -10.9% 7.1%
2010 12.0% 4.0% -9.0% 8.0% 9.6%
2009 38.0% -7.6% 17.9% 23.7% 2.4%
2008 -19.2% -12.1% -2.8% -4.5% -1.0%
2007 -5.9% 0.3% 3.1% -5.0% -4.2%
2006 20.0% 5.9% 0.2% 4.8% 8.0%
2005 19.2% 4.3% 3.5% 6.5% 3.6%
2004 15.1% 2.0% 3.6% 1.1% 7.7%
2003 30.8% -5.6% 21.7% 6.0% 7.4%
2002 -17.1% 6.1% -9.1% -17.0% 3.6%
2001 -3.8% -3.0% 6.3% -14.1% 8.6%
2000 11.1% -1.1% 4.6% 1.0% 6.3%
1999 17.0% 12.3% 5.3% -7.4% 6.9%
1998 7.3% 16.0% -0.9% -16.2% 11.4%
1997 30.7% 5.4% 5.0% 15.4% 2.3%
1996 11.9% 0.8% 1.3% 5.6% 3.8%
1995 19.5% 2.1% 4.6% 8.0% 3.6%
1994 -1.2% -3.7% -3.4% 4.4% 1.7%
1993 43.6% 7.9% 7.4% 11.6% 11.1%
1992 15.9% -2.1% 4.3% -3.3% 17.3%
1991 14.1% 20.6% -4.2% 9.4% -9.7%
1990 -5.5% -4.4% 6.6% -16.9% 11.6%
1989 17.3% 19.9% -2.0% 0.6% -0.9%
1988 9.4% 6.9% 7.2% 2.5% -6.9%
1987 74.9% 29.7% 26.7% 21.7% -12.5%
1986 29.4% 25.5% 4.3% -4.9% 4.0%
1985 24.6% 6.4% 3.8% 4.3% 8.2%
1984 9.4% 21.4% -10.1% 8.4% -7.6%
1983 29.4% 8.2% 9.4% 0.5% 8.8%
1982 -6.8% 4.0% -4.8% 4.8% -10.2%
1981 1.9% 11.0% -2.7% -17.1% 13.8%
1980 -7.5% 1.7% 2.0% -4.3% -6.8%
1979 -20.4% 6.5% -9.5% -4.1% -13.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date02/10/1978
  • Share Class size58Mn
  • Base currencyGBX
  • ISIN GB0031078784

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0

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