Investec Global Balanced Fund
GPTKB entity
Statements (32)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
mutual fund
|
| gptkbp:awards |
0%
|
| gptkbp:culturalHeritage |
high
|
| gptkbp:currency |
USD
|
| gptkbp:distribution |
quarterly
|
| gptkbp:dividendYield |
2%
|
| gptkbp:funding |
gptkb:John_Smith
500 million USD bonds equities |
| gptkbp:geographicalFeature |
global
|
| gptkbp:hasFunding |
1000
|
| https://www.w3.org/2000/01/rdf-schema#label |
Investec Global Balanced Fund
|
| gptkbp:inception |
2000-01-01
|
| gptkbp:investmentFocus |
5 years
value growth balanced long-term capital growth emerging markets developed markets |
| gptkbp:managedBy |
gptkb:Investec_Asset_Management
|
| gptkbp:manager |
0.75%
|
| gptkbp:market |
high
|
| gptkbp:notableFeature |
5% annual return
|
| gptkbp:operational_status |
1.5%
|
| gptkbp:performance |
gptkb:MSCI_World_Index
|
| gptkbp:portfolioCompany |
30%
|
| gptkbp:regulatoryBody |
gptkb:Financial_Conduct_Authority
|
| gptkbp:riskManagement |
medium
|
| gptkbp:targetMarket |
institutional investors
retail investors |