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Ninety One Value Fund
Code: INAV
Overview of Ninety One Value Fund
The Ninety One 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 Ninety One Value Fund seeks to achieve this through value investing, a strategy of favouring stocks that trade for less than their inherent values. The Ninety One Value Fund also selects equities with appealing dividend yields and stable cash flows that are undervalued by the market.
Fund performance
Source: Profile Data
Downloads
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 of Ninety One Value Fund
The Ninety One Value 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.
Fund Manager
John Biccard
Other funds from Ninety One
• Ninety One Diversified Income Fund
• Ninety One Cautious Managed Fund
• Ninety One Managed Fund
• Ninety One Opportunity Fund
• Ninety One Value Fund
• Ninety One Global Strategic Managed Feeder Fund
• Ninety One Global Franchise Feeder Fund
• Ninety One Equity Fund
• Ninety One Worldwide Flexible Fund
‹ Back to all funds
• Ninety One Cautious Managed Fund
• Ninety One Managed Fund
• Ninety One Opportunity Fund
• Ninety One Value Fund
• Ninety One Global Strategic Managed Feeder Fund
• Ninety One Global Franchise Feeder Fund
• Ninety One Equity Fund
• Ninety One Worldwide Flexible Fund
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Actual 10-year performance annualised from Sept 2013 to Sept 2023
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8.0% Moderate 10 Yr Annualised
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