Welcome to our new website! Let us know what you think..

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Investec Cautious Managed

Citywire Selection verdict: Alastair Mundy’s contrarian value approach of targeting out of favour stocks has led him to keep large amounts of the fund invested in the UK in addition to a long-standing allocation to Norwegian government debt. Boosting performance in recent years has been his 10% stake in Japanese equities. Mundy follows a well-executed, simple strategy to generate steady returns with volatility lower than that of a single asset class investment, a process that has led him to be among the very best mixed asset investors. Recent performance hasn’t been the best, but contrarian investors by definition will always experience periods of subdued returns.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Related Fund Managers

Alastair Mundy
Alastair Mundy
109/128 in Mixed Assets - Balanced (Performance over 3 years) Average Total Return: 20.05%
Your Business: Cover Star Club

Profile: why Chris Wyllie joined Connor Broadley

Profile: why Chris Wyllie joined Connor Broadley

Professional footballers are not renowned for their financial acumen, but former Millwall player James Connor is an exception to the rule

Wealth Manager on Twitter