Investec Multi Asset Protector 2 I
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 106.42||Day Change||GBX 0.00 (0.00%)|
|Price Date||6 Dec 2016||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||55,923,400.00|
|Launch Date||06/07/2012||Standard Initial Charge (%)||4.50|
|Annual Management Charge (%)||0.00||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000,000.00||Total Expense Ratio (%)||0.00|
|ISIN||Min TopUp (£)||0.00|
The Fund aims to provide long term capital growth from a multi-asset portfolio and to deliver protection at 80% of the Fund’s highest share price ever achieved. The Fund may take investment exposure to global equities, bonds, property, commodities, cash and alternative assets. From time to time, the Fund’s strategy will be to increase its allocation to low risk interest bearing investments which is designed to deliver the 80% protection.
Max is a portfolio manager with a focus on equity, property and infrastructure within the Multi-Asset team having joined Investec Asset Management in 2005. Prior to joining the firm he was a director of JO Hambro Capital Management, where he managed a range of equity portfolios. Before that, he worked for Finsbury Asset Management between 1987 and 1997 as the senior investment manager and as a director, with responsibilities for several investment trusts, focused mainly on UK stocks. Max also worked for LF Rothschild for four years in the risk arbitrage department, investing proprietary capital and client money. He qualified as a Chartered Accountant at Peat, Marwick Mitchell and then spent two years in corporate advisory before moving into investment management. Max graduated from Cambridge University with a degree in Economics.