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 efficiency.

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 fund range)

Objective:

• 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..

Comment:

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.

Other Details:

Currency:	USD
Dealing:	Daily  :   Latest fund prices
Established:	August 1997

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.