The Fund invests in value shares. The Fund’ s benchmark is the market value- weighted average return investec of funds in the South African – Multi Asset – High Equity category ( excluding Allan Gray fact funds). Sanlam fact Umbrella Fund Monthly Fact Sheet August 59. The Investec Value Fund aims to provide fact investors with capital growth over the long- sheet term. Investec Opportunity Fund Fact Sheet Suitable for investors who. The Fund uses a value approach ( in this Funds case investing investec in a way that is likely fund to be different to current general market views) in selecting investments is.
FundsData Online provides consistent comparable data to professionals retail investors. The value of investments and the income from them may. Want a singular investment solution that offers fund real returns, with less variability than traditional balanced funds. Investec Long Term Growth Portfolio FUND OVERVIEW QUARTERLY FACT SHEET 30 sheet JUNE Investment Objectives The Investec Wealth & Investment Long Term Growth Portfolio is positioned to deliver growth in income through sheet consistent superior capital growth over the medium to long term through investing in JSE- listed securities. The Fund is a sub- fund of the Investec investec Global Strategy Fund, which is a value UCITS organised as a Société d’ Investissement sheet à Capital Variable under the law of. The Investec Opportunity Fund aims to produce dependable sheet inflation- beating returns, while minimising downside risk. on a net asset value basis which is the total value of all assets in the portfolio including any income accrual investec less any fact permissible deductions investec from the investec portfolio. Fund valuations take place at approximately 16h00 SA time each day. This Fund should be considered as a long- term investment. Different classes of value units fact apply to the fund are subject fact to different fees charges. Investec value fund fact sheet. 7% to the end of August. Investec Balanced Fund Size R fact 14, investec 479. A rating is not a recommendation to buy sell hold fact a fund. About Investec Value Fund Investec Value Fund investec is a unit trust incorporated in South Africa. Investec Value Fund suspends sheet its performance fee. How we aim to achieve the Fund’ investec s objective. Latest NAV top holdings , up- to- date performance stats ( investment investec returns), fund objectives much more. Unit trust fund sheet fact sheet for Investec Value Fund.
The Investec Value Fund aims to provide investors with capital growth over the long- term. The objective is to achieve returns well in excess of the FTSE/ JSE All Share index, measured over three year periods. Professional investor. Investec Asset Management is a specialist investment manager, providing an extensive range of South African and international investment products and services to institutional clients and financial advisors.
investec value fund fact sheet
Alastair is head of the Value team at Investec Asset Management having joined in from Morley Fund Management. Alastair manages a number of funds including the Investec Cautious Managed Fund and the Investec UK Special Situations Fund.