Wealth Manager - the site for professional investment managers

Register for full access to Citywire’s Fund Manager database, news and analysis. Registration is free and only takes a minute.

Investec targets low vol with global equity fund launch

Investec targets low vol with global equity fund launch

Investec Asset Management has launched a new global equity strategy that aims to mitigate absolute volatility.

The offshore Investec GSF Global Endurance fund will be managed by Christine Baalham and Nigel Hankin using the firm’s 4Factor Investment process.

The managers will initially establish a universe of global stocks with above median yields while excluding those stocks in the top quartile in terms of volatility.

The fund will then apply the 4Factor process to analyse and select stocks from within this universe.

Baalham said: 'The attraction of investing in equities is the prospect of long-term investment returns, however the downside is the volatility associated with achieving these returns.

'The question therefore becomes whether it is possible to deliver excess market returns, but with lower absolute volatility?

‘We believe the answer to this is yes, by focusing on an investment universe that takes into account both a company’s dividend yield and volatility.’

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Investment Pulse: the highs and lows of 2014

Investment Pulse: the highs and lows of 2014

This week's Investment Pulse looks back at some of the biggest stories of the year as well as looking forward to 2015.

Play Inside ETFs: Why the US bull-run still has legs

Inside ETFs: Why the US bull-run still has legs

Global equities suffered a sharp sell-off in the third quarter but exchange traded fund investors are continuing to back the US to outperform in 2015

Play Paul Niven: I won't rip up the Foreign & Colonial Trust history book

Paul Niven: I won't rip up the Foreign & Colonial Trust history book

The newly appointed manager of the Foreign & Colonial trust talks about his plans for UK's oldest investment company.

Your Business: Cover Star Club

Manchester wealth firm hires Coutts director for London launch

Manchester wealth firm hires Coutts director for London launch

Former Coutts director Tony Robinson has joined Chartered Wealth Management to head the company’s newly opened London office.

Wealth Manager on Twitter