Investec Global Strategic Equity Feeder Fund
MANAGEMENT Fund Manager's Comment
Mark Breedon, MA
Mark is a portfolio manager at Investec Asset Management with responsibility for the growth equity capability, and for the Investec Growth Fund unit trust. He joined the company in 2003. Mark began his career in 1976 when he joined Vickers da Costa as a European equity analyst before being promoted to Head of European Equity Research. In 1980, he moved to First Chicago (later to become Brinson Partners), where he used core investment strategy to successfully manage European portfolios for institutional clients. From 1986, Mark served at Alliance Capital as a portfolio manager responsible for numerous mutual funds. His responsibilities also included the development and implementation of investment strategies for global, international, emerging market and country-specific portfolios. Mark served on the Board of Directors for Alliance Capital, London, South Africa and Cairo, and spearheaded the company's socially responsible investment products. Mark was responsible for establishing and managing the Southern African Fund (SOA) from 1996, which has a long and outstanding track record. Mark has extensive expertise in Africa managing portfolios in Kenya, Botswana, Egypt, in addition to building Alliance Capital's business in South Africa. Mark holds a Bachelor of Arts (Economics) degree.
FUND OBJECTIVES AND FOCUS

The Investec Global Strategic 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. 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.


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WEBGRAPH
RANKING
SectorGlobal-Equity-General
SizeR3,745,173,825
Sector Rank: 26 out of 41
(lump sum over 3 years to 31 July 2019)
Overall Rank: 153 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1268 at 31 July 2019
( 8.22% annual compound return)
R100 per month since 31 July 2016 was worth R 4136 at 31 July 2019
( 8.84% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 MAR 1995 Holdings:1
Original Price:105 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
INVWORLDWIDE (Equities)10,598,7303,733,095,511 99.68 %
CASH (Cash on call)012,026,206 0.32 %
TOTAL R3,745,121,717100%

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