MGM Investec Cautious Managed

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 113.20 Day Change GBX -1.00 (-0.88%)
Price Date 7 Aug 2013 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.60 Fund Size 26,180,838.08
Launch Date 06/07/2012 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 1.60
ISIN GB00B82FK756 Min TopUp (£) 0.00

Fund Objective

The Fund aims to provide an income and grow the value of your investment over the long term. The Fund seeks to invest conservatively in a broad range of shares of companies (up to 60% of the Fund's value at any time) and bonds (contracts to repay borrowed money which typically pay interest at fixed times) issued by governments, institutions or companies around the world.

Fund Managers

Alastair Mundy
Alastair is head of Contrarian at Investec Asset Management having joined in 2000 from Morley Fund Management. Alastair manages a number of funds including the Investec Cautious Managed Fund and the Investec UK Special Situations Fund. He also manages the Temple Bar Investment Trust. Utilising the team’s global expertise and established track record, Alastair assumed co-portfolio management of the Investec American Fund in August 2012. Alastair graduated from City University in 1988 with a Bachelor of Science degree in Actuarial Science