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Investec GSF Global Strategic Equity A Inc USD

Ranked 159 out of 375 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Mark Breedon

Mark Breedon is the Head of Global Equities for Investec Asset Management as well as being a Financials sector specialist. He has managed global equity portfolios for the last 12 years. He joined Investec Asset Management from Alliance Capital Management. There he managed amongst other portfolios, the $500m Worldwide Privatisation Fund, NYSE listed Southern Africa Fund, Spain Fund and Austria Fund after being headhunted from First Chicago (which later became Brinson Partners) in 1986. Mark managed developed market equity accounts for Brinson Partners after an initial three year spell in research at Vickers da Costa. Mark graduated with an Honours degree in Economics.

Objective

The Fund aims to grow the value of your investment over the long term investing around the world primarily in the shares of companies which are believed to offer above average opportunities for capital gains. For example, companies that are believed to be of high quality (meaning they have the potential for high returns relative to the value of their assets) or offer good value (meaning they are undervalued within the market), those expected to benefit from increases in profit expectations or are currently or expected to receive increased investor demand. The fund may use derivatives for the purposes of hedging and/or efficient portfolio management

Showing fund performance in Sweden View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% 5.2% 2.8%
2017 13.4% 5.1% -0.8% 3.4% 5.2%
2016 6.3% -7.5% 0.3% 7.1% 7.0%
2015 9.2% 17.9% -1.7% -12.1% 7.1%
2014 20.4% 4.2% 4.5% 5.7% 4.6%
2013 22.5% 10.4% -1.4% 3.4% 8.7%
2012 17.9% 12.8% -2.4% 4.9% 2.1%
2011 -6.4% -0.5% -0.2% -16.6% 13.0%
2010 18.1% 9.6% -5.9% 2.7% 11.5%
2009 25.8% -7.4% 12.5% 13.7% 6.2%
2008 -46.0% -22.4% 0.3% -10.0% -23.0%
2007 1.7% 1.2% 5.3% -1.0% -3.6%
2006 14.4% 11.6% -7.0% 4.1% 5.9%
2005 33.2% 5.8% 8.4% 12.2% 3.6%
2004 18.2% 7.3% 1.0% 3.3% 5.5%
2003 19.9% -9.1% 14.7% 6.7% 7.8%
2002 -17.3% 10.5% -10.0% -17.9% 1.3%
2001 -17.0% -7.2% 5.0% -19.7% 6.1%
2000 9.1% 9.9% -1.0% -0.2% 0.4%
1999 45.5% 5.1% 10.3% -2.3% 28.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Botswana
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Macau
  12. Netherlands
  13. Norway
  14. Portugal
  15. Singapore
  16. South Africa
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date06/04/1994
  • Share Class size144Mn
  • Base currencyUSD
  • ISIN LU0345770993

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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