Investec Global Energy I Acc GBP

Name
Investec Global Energy I Acc GBP
Manager
Investec Fund Managers Ltd
Type
Open Ended Investment Company
ISIN
GB00B049PC91
Sector
Specialist
Launched
29/11/2004
OCF
0.91 %
Risk Rating
4
3 Year Sharpe
-0.13
3 Year Alpha
-1.42
Yield
2.5 %
Benchmark
MSCI GE ex Sl GICS+ACWI/Egy 10-40 NR USD
The Fund aims to achieve long term capital growth primarily through investment in equities issued by companies around the globe involved in the exploration, production or distribution of oil, gas and other energy sources or companies which service the energy industry and in derivatives the underlying assets of which are equities issued by companies around the globe involved in the exploration, production or distribution of oil, gas and other energy sources or companies which service the energy industry.
Holding %
Royal Dutch Shell PLC B 8.89 %
BP PLC 8.78 %
Total SA 8.66 %
Exxon Mobil Corp 5.51 %
ConocoPhillips 4.25 %
Eni SpA 3.74 %
Phillips 66 3.01 %
CNOOC Ltd 2.96 %
Galp Energia SGPS SA 2.51 %
Marathon Petroleum Corp 2.50 %
Region %
United States 32.41 %
Eurozone 25.06 %
United Kingdom 21.00 %
Asia - Emerging 6.54 %
Europe - ex Euro 5.84 %
Sector %
Energy 76.93 %
Technology 7.70 %
Industrials 7.27 %
Name
Investec Fund Managers Ltd
Address
EC2V 5HA, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Graeme Baker
Joined 05/31/2018

Graeme is co-portfolio manager for the Global Energy Strategy in the Natural Resources team at Investec Asset Management. He joined the team in 2010 as an energy equity and commodity analyst covering conventional and new energy sources. During this time he has been instrumental in driving the team’s work on the Energy Transition and co-authored the 2016 paper on the subject; “Our energy future: creating a sustainable global energy system”. This work has provided the base for the team’s investment process and philosophy around the process of Sustainable Decarbonisation. Prior to joining the firm, Graeme worked as an investment analyst at Hargreaves Lansdown Asset Management where he focussed on Alternatives and Global Equities. Graeme received a BSc in Economics from the University of Bristol and is a CFA Charterholder, a member of the CFA Society of the UK, and holds the Investment Management Certificate (IMC).

Tom Nelson
Joined 02/01/2013

Tom is the Head of Natural Resources at Investec Asset Management. He joined the team in 2012 as co-portfolio manager of the Global Energy Fund. Prior to Investec Asset Management, Tom spent seven years at Guinness Asset Management. He was part of the team that managed the outsourced Investec Global Energy Fund from 2005 to 2008, and was subsequently instrumental in the launch of the Guinness Global Energy Fund in 2008. Tom was co-portfolio manager of the Guinness Global Energy Fund and was also co-portfolio manager of the Guinness Thematic Equity Fund from its launch in 2010. He was also co-portfolio manager of the Guinness Energy Hedge Fund. Tom holds the UKSIP Level III Certificate in Investment Management and an MA in Modern Languages (French and German) from the University of Oxford.

Data provided by Morningstar.

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