Investec GS Global Strategic Value
The fund aims to provide long-term capital growth, through investment
in companies from around the world, which are expected to enhance
underlying profitability and shareholder value through significant
business improvements. A medium-high risk single manager fund that
invests world-wide with superior investment returns.
Global stock markets are full of opportunities for a fund focused
on companies undergoing positive transformation. Current economic
conditions and increasingly exacting shareholders have jolted many
firms to initiate widespread corporate change. Companies are being
driven to turn around unprofitable businesses or remove ineffective
management teams to deliver value. Positive transformation is particularly
evident in organisations undergoing privatisation, where increased
competition in a liberalised environment and the need to survive
without public funding has driven better management and greater
The fund aims to take advantage of the value unlocked by change
by using its disciplined evaluation process. The fund’s A-rating
from Standard & Poor’s recognises the strength of management
and capacity of its investment process to continue to profit from
the dynamic global environment.
The custodian of this fund is Friends Provident International Ltd in
the Isle of Man and it forms part of their mirror fund range. (What
are mirror funds?) (mirror
- The fund aims to provide long-term capital growth, primarily
through investment in companies from around the world, which
are expected to enhance underlying profitability and shareholder
value through significant business improvements..
We have included this fund even though it is not a fund of funds,
as it can invest globally and has pursued a very successful investment
strategy. It is likely to continue to do well whilst the global
economy is expanding, but it may not offer the same degree of protection
as a fund of funds when markets decline.
This fund will be subject to volatility and may go down in value
as well as increase. This risk is reduced the longer the investment
is held. Past performance is no guarantee of future performance.