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Investec Global Strategic Managed Fund

Philip Saunders, Head of Strategy of Investec Asset Management, manages Investec Global Strategic Managed Fund. ....

YT Kum, CFA 26.04.2007

Philip Saunders, Head of Strategy of Investec Asset Management, manages Investec Global Strategic Managed Fund. Saunders is assisted by Max King. The Fund's benchmark is composed of 60% MSCI World Index and 40% Citigroup WGBI, but the Fund's asset allocation can deviate from the benchmark. With equity portion kept approx. 65% of the entire portfolio, the Fund aggressively positions its fixed income assets. Adding that the Fund is relatively benchmark free geographically and sectorwise, the Fund management can bring its bottom-up stock selection approach into full power.

With holding approx. 200 securities, the Fund's portfolio is relatively diversified compared to its peers. The total number of holdings ha

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About Author

YT Kum, CFA  YT Kum is a consultant for Morningstar, contributing to manager selection and asset allocation activities in Asia, and is responsible for providing investment thought leadership on topics relevent to investors in Asia.  

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