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Investec Opportunity R

Ranked 115 out of 136 in - Aggressive ZAR over 12 months
All calculations are in ZAR unless stated

Managed by

Clyde Rossouw

Clyde is a portfolio manager at Investec Asset Management with a focus on absolute return investing. His portfolio manager duties include the Investec Opportunity Fund unit trust. Clyde joined Investec Asset Management in November 1999 as an asset allocation and sector allocation strategist. Prior to Investec Asset Management, Clyde was awarded a bursary by Sanlam and worked in their group for eight years, including five years in asset management. His experience in investments includes fixed income analysis and portfolio management. Clyde completed his Bachelor of Science (Statistics and Actuarial Science) degree at the University of Cape Town in 1991. He was awarded the Certificates in Actuarial Techniques (1995), and Finance and Investments (1997) by the Institute of Actuaries in London, and gained his Chartered Financial Analysts qualification in 1999.

Objective

The fund has a focus on capital growth and absolute returns through active asset allocation. Stock selection is oriented towards a quality approach, seeking to deliver consistent performance through the business cycle. Fund aims to provide capital growth. The Fund invests in equities, cash and bonds. The Fund will manage its investments in these asset classes in an active and aggressive style. The Fund can invest up to 75% of its value in equities. Other investments may include the units of other funds and derivatives.

Performance

Aggressive ZAR over : 30/11/2016 - 30/11/2017
  • Rank 115/136 Total Return
  • Rank 13/136 Standard Deviation
  • Rank 28/136 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.6% 0.4% 3.5%
2016 1.3% 3.8% 1.4% -2.2% -1.6%
2015 14.2% 4.3% -1.0% 4.5% 5.9%
2014 9.0% 3.0% 4.5% -0.4% 1.7%
2013 15.1% 3.5% 1.5% 6.5% 2.9%
2012 19.3% 3.8% 2.7% 5.8% 5.9%
2011 11.4% 1.2% 1.4% 2.9% 5.5%
2010 11.7% 3.3% -2.4% 5.5% 5.0%
2009 20.9% -3.5% 5.4% 11.3% 6.7%
2008 -5.4% 3.2% -1.3% -2.7% -4.5%
2007 14.5% 5.7% 3.2% 2.2% 2.8%
2006 26.3% 9.8% -1.3% 5.1% 10.8%
2005 29.6% 1.5% 7.1% 11.6% 6.9%
2004 36.1% 5.1% 0.8% 11.7% 15.0%
2003 25.9% -6.9% 10.4% 5.3% 16.3%
2002 8.8% -1.4% 7.2% 0.2% 2.6%
2001 22.0% 2.5% 14.7% -1.4% 5.3%
2000 3.9% -5.4% 0.4% 6.8% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date02/05/1997
  • Base currencyZAR
  • ISIN ZAE000020210

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Initial investment0

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