Investec American Franchise Fund I Acc GBP

Name
Investec American Franchise Fund I Acc GBP
Manager
Investec Fund Managers Ltd
Type
Open Ended Investment Company
ISIN
GB00B1XFJ342
Sector
North America
Launched
01/06/2007
OCF
0.83 %
Risk Rating
4
3 Year Sharpe
1.72
3 Year Alpha
6.07
Yield
0.3 %
Benchmark
S&P 500 NR Hdg GBP
The Fund aims to achieve long-term capital growth primarily through investment in a portfolio of equities issued by USA companies and in derivatives the underlying assets of which are equities issued by USA companies.
Holding %
Visa Inc Class A 7.43 %
Microsoft Corp 7.36 %
VeriSign Inc 6.13 %
Alphabet Inc Class C 5.92 %
Booking Holdings Inc 4.77 %
Mastercard Inc A 4.16 %
S&P Global Inc 4.01 %
Becton, Dickinson and Co 4.00 %
Medtronic PLC 3.44 %
Twenty-First Century Fox Inc Class A 3.32 %
Region %
United States 93.55 %
Sector %
Technology 27.92 %
Financial Services 27.24 %
Healthcare 18.48 %
Consumer Cyclical 13.09 %
Consumer Defensive 12.52 %
Name
Investec Fund Managers Ltd
Address
EC2V 5HA, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Michael Hayward
Joined 07/01/2017

Michael is a Portfolio Manager responsible for managing the American Equity Fund and an analyst in the Quality team. In addition to portfolio manager responsibilities, Michael is also focused on stock analysis and selection; as well as ongoing holding review for our Global Quality equity strategies including the flagship Global Franchise fund. Prior to joining the firm, Michael spent three years at Momentum Asset Management as an Equity Research Analyst and a year at Deloitte Actuarial and Insurance Solutions as an Actuarial Analyst. Michael holds a Bachelor of Science (Hons) degree in Actuarial Science from the University of Witwatersrand. He is a Fellow of the Institute of Actuaries (UK) and a CFA Charterholder.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.