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Ninety One GSF American Franchise Inclusive - Class A - Income (USD)

Sell:$292.74 Buy:$292.74 Change: $0.60 (0.21%)
Prices as at 16 May 2024
Sell:$292.74
Buy:$292.74
Change: $0.60 (0.21%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 16 May 2024
Sell:$292.74
Buy:$292.74
Change: $0.60 (0.21%)
Prices as at 16 May 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and 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 the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

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

16/05/19 to 16/05/20 16/05/20 to 16/05/21 16/05/21 to 16/05/22 16/05/22 to 16/05/23 16/05/23 to 16/05/24
Annual return 15.49% 17.64% 0.42% 10.65% 22.71%

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

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Manager Name: Michael Hayward
Manager start date: 1 July 2017
Manager located in: TBC

Michael is a portfolio manager responsible for managing the Investec American Franchise Fund and an analyst in the Quality team. In addition to portfolio manager responsibilities, Michael is also focused on stock analysis and selection; as well as ongoing holding review for our Global Quality equity strategies including the flagship Global Franchise Fund. Prior to joining the firm, Michael spent three years at Momentum Asset Management as an equity research analyst and a year at Deloitte Actuarial and Insurance Solutions as an Actuarial Analyst. Michael holds a Bachelor of Science (Hons) degree in Actuarial Science from the University of Witwatersrand. He is a Fellow of the Institute of Actuaries (UK) and a CFA® Charterholder.

Manager Name: Will Nott
Manager start date: 2 April 2024
Manager located in: TBC

William is a portfolio manager in Ninety One's Quality investment team, based in London. He is co-portfolio manager of the American Franchise Strategy. In addition, he is responsible for global equity idea generation and research. Prior to joining the firm, William worked at Allianz Global Investors as a pan-European equity analyst. William graduated from the University of Cambridge with a Bachelor of Arts (Hons) degree in Economics. He holds the Certificate in ESG Investing and is a CFA® Charterholder.

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Manager Name: Alessandro Dicorrado
Manager start date: 29 March 2016
Manager located in: TBC

Alessandro is a portfolio manager within the Value team at Ninety One. Since 20 April 2020 he assumed co-portfolio management of the UK Value strategies in addition to the Global Value Equity strategies that he has been managing since 2016. In 2011, Alessandro joined the firm as an analyst in the Value team. Previously he worked at J.P. Morgan Chase & Co as a fixed income derivatives salesperson in London. He graduated from UCL in 2004 with a Bachelor of Science (Hons) degree in Economics and holds a Masters degree in Finance from the London Business School. He has passed Level III of the CFA® Programme.

Manager Name: Paul Vincent
Manager start date: 29 November 2019
Manager located in: TBC

Paul is an analyst and portfolio manager in the Quality investment team at Ninety One. As an analyst he is responsible for managing the research process for all of the Quality team's global strategies as well as global equity idea generation and research. As a portfolio manager he is responsible for the American Franchise Strategy. Paul joined the Quality investment team in 2013. Prior to this he was a Senior Manager in the firm's Investment Operations team. Paul graduated from the University of Surrey in 2010 with a first-class Bachelor of Science (Hons) degree in Business Management. During his studies, Paul completed a 14-month industrial placement at UBS Global Asset Management, with responsibilities covering client reporting and data management. Paul is also a CFA® Charterholder and holds the Investment Administration Qualification (IAQ) and Investment Management Certificate (IMC).

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Manager Name: Mark Wynne Jones
Manager start date: 8 October 2012
Manager located in: London

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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 a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account