Investec Global Thematic Fund
GPTKB entity
Statements (54)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Investment Fund
|
| gptkbp:awards |
monthly
|
| gptkbp:budget |
available to investors
|
| gptkbp:businessModel |
monthly
|
| gptkbp:culturalHeritage |
sector and geographic diversification
|
| gptkbp:currency |
USD
|
| gptkbp:customerBase |
diverse client base
|
| gptkbp:customerFeedback |
positive client feedback
|
| gptkbp:customerSupport |
quarterly reports
|
| gptkbp:distribution |
reinvested dividends
|
| gptkbp:financialPerformance |
strong financial performance
|
| gptkbp:financials |
works with financial advisors
rigorous investment process tax-efficient structure |
| gptkbp:focusesOn |
thematic investing
|
| gptkbp:funding |
gptkb:John_Smith
4 stars equities launched in 2018 growing fund size |
| gptkbp:geographicalFeature |
global markets
|
| gptkbp:hasFunding |
$1,000
|
| gptkbp:hasResearchInterest |
in-house research team
|
| gptkbp:historicalSignificance |
10% annualized return since inception
|
| https://www.w3.org/2000/01/rdf-schema#label |
Investec Global Thematic Fund
|
| gptkbp:inception |
2018-01-01
|
| gptkbp:investmentFocus |
none
long-term capital growth capital appreciation 5 years or more growth investing positive long-term outlook global equities market risk, currency risk focus on innovation and growth sectors follows global investment trends recognized in investment community technology, healthcare, sustainability thematic approach to investing to capitalize on long-term trends. |
| gptkbp:managedBy |
gptkb:Investec_Asset_Management
|
| gptkbp:manager |
1.5% per annum
|
| gptkbp:market |
high liquidity
large-cap companies multiple share classes available |
| gptkbp:migration |
integrates_ESG_factors
|
| gptkbp:performance |
gptkb:MSCI_World_Index
20% of profits over benchmark monthly performance updates |
| gptkbp:regulatoryBody |
gptkb:Financial_Conduct_Authority
|
| gptkbp:riskManagement |
medium to high
active risk management strategies |
| gptkbp:targetMarket |
institutional and retail investors
|
| gptkbp:totalGoals |
$500 million
|