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Investec Target Return Class I - Income (GBP)

Sell:87.05p Buy:87.05p Change: 0.02p (0.02%)
Prices as at 14 October 2019
Sell:87.05p
Buy:87.05p
Change: 0.02p (0.02%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 14 October 2019
Sell:87.05p
Buy:87.05p
Change: 0.02p (0.02%)
Prices as at 14 October 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Funds in this sector generally try to make a positive return in any market condition. But they go about it in different ways. Some focus on one type of asset, such as shares or bonds, while others invest in a variety of different assets. Some stick to one geographical area, like the UK or Europe, while others invest globally. Some also take 'short' positions, which can allow the fund to benefit from falling prices. It can be difficult to compare funds in this sector because they're so different, so each one should be considered on its own merits. Some have been more volatile than others, some have sheltered investors' money well but not done as well when markets have risen, while others have performed poorly. Like any investment, there's still a degree of risk and they're not guaranteed to make money.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

14/10/14 to 14/10/15 14/10/15 to 14/10/16 14/10/16 to 14/10/17 14/10/17 to 14/10/18 14/10/18 to 14/10/19
Annual return -0.87% 0.74% -0.41% -5.58% 1.10%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Russell Silberston
Manager start date: 1 February 2016
Manager located in: London

Russell is the Co-Head of Developed Market FX & Rates, with primary responsibility for managing active interest rate and currency decisions in developed markets. Prior to joining Investec Asset Management, Russell worked for Cazenove Fund Management where he was a fixed income portfolio manager responsible for sterling treasury management services and UK, US and euro short interest rate forecasts. Before joining Cazenove in 2001, Russell worked for Investec Asset Management where his responsibilities included running multi-currency money market funds and non-sterling short-dated cash plus products. Prior to that, Russell worked for Investec Bank where he ran a proprietary trading desk. From 1986 to 1995 Russell worked for Clive Discount Co. Ltd. where he traded a wide variety of on and off-balance sheet instruments. Russell started his City career at Samuel Montagu & Co. in 1982.

Manager Name: Imran Ahmad
Manager start date: 28 September 2018
Manager located in: TBC

Imran is Co-Head of Developed Market FX & Rates at Investec Asset Management. He is responsible for Absolute Return Multi-Asset Strategies, including the Investec Target Return Bond Fund, and is a member of the Foreign Exchange & Rates and Macro research groups. Prior to joining the firm, Imran was a portfolio manager at Aberdeen Standard, and before that he was a portfolio manager at JPMorgan Asset Management. His stint as global emerging markets strategist at Royal Bank of Scotland included periods based in London, China and New York. Imran holds a Bachelor of Science in Computer Science from University of London and a Master of Philosophy in Technology Policy from University of Cambridge. He was a research assistant at Massachusetts Institute of Technology and holds the Investment Management Certificate.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account