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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

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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 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

John Biccard

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Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?