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Investec World Axis Global Equity Fund A

Ranked 824 out of 3304 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Ryan Friedman

Objective

The investment policy of the Fund will be to invest substantially all of its assets in other collective investment schemes (Underlying Funds) and to diversify by investment manager, asset class and geography. Underlying Funds may be any asset class, including but not limited to, equities, fixed income investments, property and listed infrastructure investments. The Fund may also invest in other transferable securities, money market instruments, cash or near cash, derivatives and deposits. No investment in any single Underlying Fund will comprise more than 30% of the Net Asset Value of the Fund. Derivative Instruments will only be used for hedging purposes and efficient portfolio management.

Performance

Global over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.3% 2.1%
2017 22.4% 7.3% 3.6% 5.5% 4.4%
2016 7.7% -2.9% 0.9% 11.6% -1.5%
2015 -4.4% 2.4% 1.0% -14.6% 8.3%
2014 -0.3% -2.0% 3.8% -3.4% 1.4%
2013 27.5% 5.6% -0.5% 12.7% 7.7%
2012 10.3% 12.5% -11.7% 9.8% 1.1%
2011 -12.4% 1.4% -1.7% -15.2% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. South Africa
  3. United Kingdom

Fund Info

  • Launch date22/12/2010
  • Share Class size294Mn
  • Base currencyUSD
  • ISIN GG00B46GYB89

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%

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