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Investec Worldwide Equity Feeder Fund
Investment objective
The Investec Worldwide Equity Feeder Fund’s primary objective is to grow capital over the long term. The fund aims to outperform the MSCI World Index, measured over three year periods.
Strategy
This rand-denominated fund invests in shares listed worldwide. Exposure to international equities is obtained by investing directly into our top performing Investec GSF Global Equity Fund. The majority of the fund’s investments are in developed markets, such as the United States, Europe, UK and Asia. The focus is on individual stock picking. The investment team uses Investec’s proprietary 4Factor™ process to assist in the screening and selection of companies. The emphasis is on valuation, strategy, earnings dynamics and technical analysis.
Fund features
- The fund invests directly into our top performing Investec GSF Global Equity Fund
- Flexible investment style with exposure to large and mid cap stocks
- Uses Investec’s proprietary 4Factor™ process to assist in the screening and selection of companies
- The majority of this equity fund’s investments are in developed markets, such as the United States, Europe, UK and Asia
Key Facts
Portfolio manager: Global 4 Factor Team
Launch date: 1 March 1995
Sector: Foreign EQ General
Size of fund: R1.6 billion
Benchmark: MSCI (World Gross ZAR)
Minimum investment: R10 000 lump sum or R500 monthly debit order
Fees
| A Class | B Class | |
| Initial fund fee | 0.00% | 0.00% |
| Initial advisor fee | 3.00%* | 0% |
| Annual management fee | 1.75% | 1.75% |
Fees shown are excluding VAT
Total expense ratio (TER)*
The TERs for this fund are listed below. The performance fee shown below is included in the
TERs. TERs shown are including VAT.
| A Class | B Class | |
| TER | 2.03% | 1.98% |
Income distribution dates
March & September