Investec Value Fund
Code: INAV
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Overview
The Investec Value fund is a specialist equity fund, which aims to provide capital growth over the long term by investing in value stocks. The aim is provide returns well above the FTSE/ All Share Index, measured over three years. This fund seeks to achieve this through value investing, a strategy of favouring stocks that trade for less than their inherent values. The fund also selects equities with appealing dividend yields and stable cash flows that are undervalued by the market.
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Suitable for investors who...
- Are not risk averse and are able to tolerate short term capital loss
- Want a value based strategy to complement other investment styles in their portfolio
Benchmark
FTSE/ All Share Index measured over three years
Strategy
The fund manager actively seeks stocks of companies that are undervalued by the market. The fund also selects equities with appealing dividend yields and stable cash flows.
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Fund performance
Source: Profile Data
Fund managers
