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Investec GSF Global Multi-Asset Income IXInc-2 USD

classificato 22 su 38 di - Multi Asset Bilanciati USD su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

John Stopford

John Stopford has been a fund manager for 18 years and is a Chartered Financial Analyst. He attended Oxford University where he obtained an Honours degree in chemistry. John was appointed head of fixed income at Investec in 2003. He moved to the London office after a stint in South Africa where he was made responsible for the South African fixed income business following the merger between Investec Asset Management and Guinness Flight in 1998. Through very strong performance, John helped grow South Africa’s fixed income assets under management from £1.5 billion to £5 billion in 5 years, winning numerous awards. Previously, John was responsible for Guinness Flight’s investments in emerging bond and currency markets in London. Prior to joining Guinness Flight in 1993, he worked in London and Tokyo as a specialist global bond and currency portfolio manager for Mitsui Trust Asset Management. John currently manages the Investec GSF Global Strategic Income Fund and the Investec GSF High Income Bond (US Dollar) fund where he uses an active and primarily top down fixed income investment process. Outside of fund mangement, John enjoys rugby.

Obiettivo

The Fund aims to provide an income with the opportunity to grow the value of your investment over the long term investing around the world in bonds, shares of companies and related derivatives. Normally the Fund will invest no more than 50% of its value in the shares of companies. Bonds held may be of varying lifespans and be issued by companies, institutions or governments. The Fund can also invest in other assets including cash and other derivatives.

Performance

Multi Asset Bilanciati USD su un periodo di : 31/05/2017 - 31/05/2018

Rendimento totale

Performance trimestrale

a 31/03/2018 Annuale T1 T2 T3 T4
2018 -1,9%
2017 -6,4% 0,7% -4,9% -2,4% 0,2%
2016 8,1% -3,1% 5,2% 0,1% 6,0%
2015 13,2% 15,3% -4,7% -1,9% 5,1%
2014 18,9% 1,1% 3,3% 8,5% 5,0%
2013 1,6%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Finlandia
  2. Francia
  3. Germania
  4. Irlanda
  5. Italia
  6. Lussemburgo
  7. Paesi Bassi
  8. Norvegia
  9. Singapore
  10. Sudafrica
  11. Spagna
  12. Svezia
  13. Svizzera
  14. Regno Unito

Informazioni sul fondo

  • Inizio collocamento30/07/2013
  • Valuta di baseUSD
  • ISIN LU0947747993

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo1Mn
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale0,75%
  • Investimento iniziale5

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La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).