Andrew Joannou, BBus Science (Honours) (Finance), CFA
Andrew is the assistant portfolio manager on value equities at Investec Asset Management. In addition, he is the sector head on small to mid cap companies. His experience in these areas includes one year at Prudential Asset Management and three years at Investec Asset Management. Andrew graduated from the University of Cape Town with a Bachelor of Business Science (Honours) (Finance) degree in 1998 and gained his Chartered Financial Analyst qualification in 2002.
South African-Equity-Mid and Small Cap
R2 181 334 039
7 out of 8 (lump sum over 1 years to 31 Dec 2017)
1173 out of 1175 (lump sum over 1 years to 31 Dec 2017)
R1000 invested on 31 Dec 2016 was worth R891.92 on 31 Dec 2017 (-10.81% annual compound return)
R100 per month since 31 Dec 2016 was worth R1 150.02 on 31 Dec 2017 (-7.88% annual return compounded monthly)
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
Focus and Objective
The Investec Emerging Companies Fund aims to grow capital over the long term. The objective is to achieve returns well in excess of a composite of the FTSE/JSE Mid Cap Index and the FTSE/JSE Small Cap Index, measured over three year periods.
The fund aims to give investors a focused exposure to medium and small cap companies listed on the JSE. The investable universe will typically exclude the JSE top 40 listed shares. Where investments have been made in companies that subsequently enter the FTSE/JSE Top 40 Index, these are retained until circumstances necessitate their disposal (e.g. expensive relative to valuation).
- The longest running domestic smaller companies fund
- An excellent long-term track record
- A specialist equity fund for investors who want dedicated exposure to the small and mid cap sector
- Uses the Investec proprietary research model and a dedicated team of analysts to assist in the screening and the selection of companies
- Provides portfolio diversification
- More volatile than a general equity fund
Investec Emerging Companies comment - Jun 13
Friday, 06 September 2013
Central bank talk dominated financial markets over the past quarter. ...more
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