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Investec UK Special Situations A Inc Net GBP

Ranked 166 out of 261 in - UK (All Companies) over 12 months
All calculations are in GBP

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.

Performance

UK (All Companies) over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -2.1% 0.4% -0.3% -0.8% -1.4%
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 5.0% 1.3% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Peru
  3. United Kingdom

Fund Info

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

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment4.5

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Tesco needs new leadership, says Alastair Mundy

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Investec UK Special Situations fund

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Alastair Mundy: Why I bet against other fund managers

Investec UK Special Situations fund manager Alastair Mundy is happy to be far from the madding crowd and highlights the eight characteristics a true contrarain investor should have.

...more...

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