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Investec UK Special Situations A Inc Net GBP

Ranked 215 out of 265 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 : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -1.1% 0.4% -0.3% -1.2%
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

Related News

Alastair Mundy: it would be wrong not to invest in Tesco now

Contrarian investor Alastair Mundy has explained why he is backing Tesco despite a wider market flight from the beleaguered supermarket.

Investec's Mundy: gold may shine again as a hedge against QE

Despite falling 20% since October, the precious metal may still retain its allure as central bankers continue their huge financial experiment, writes Alastair Mundy of Investec Asset Management.

Wealth Manager: Psigma explains how it has gone from 'three men and a dog' to a £3bn target

Like many managers who chose to set up their own shop, Mercer had worked for a smaller, traditional business that found itself amalgamated into a giant conglomerate following its acquisition.

Tesco needs new leadership, says Alastair Mundy

Alastair Mundy, manager of the Temple Bar investment trust, talks about his contrarian investment philosophy and explains why out-of-favour Tesco doesn't merit inclusion in his funds.

Investec brings £300m American fund in-house for Mundy

Investec Asset Management is bringing its £300 million American fund in-house for managers Alastair Mundy and Mark Wynne-Jones to improve its performance.

Investec enjoys record-breaking 2009

Chief executive Hendrik du Toit says the firm has seen positive flows across the board and is starting to come of age

Investec UK Special Situations fund

Sponsored by Investec: AA-rated Alastair Mundy, manager of the Investec UK Special Situations fund, explains how his contrarian approach has delivered 1st quartile returns every year over the last decade.

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.

Leading managers say HSBC's profits will surge in the recovery

The banking giant may not be cheap relative to the sector, but managers say it continues to beat expectations and is best positioned to profit from any recovery

Leading UK equity fund managers revel in risk

A quick look at the top performers of the past year quickly confirms a general rule: those who purchased good companies on the floor at the end of 2008 and beginning of 2009 have shot to the top of the league table.

...more...

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