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Investec Global Leaders Fund  |  Global--Equity--General
147.6083    +1.7122    (+1.174%)
NAV price (USD) Sat 31 Jan 2026 (change prev month end)
  
2381.4710    +34.8777    (+1.443%)
NAV price (ZAR) Sat 31 Jan 2026 (change prev month end)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 159 Rand-denominated Global--Equity--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the Global--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
  ZAR
  Base
3 Months 6 Months 1 Year 3 Years 5 Years
Trailing Returns
Period    Return %Growth of $1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 21 Feb 2020
Fund Size ($) -
Latest Price 147.61
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment$500
TTM Distribution Yield -
Fund Objective
The Investec Global Leaders Fund (the "Fund") seeks to deliver capital growth in US dollars and outperform its benchmark and relevant peer group over the long-term. We aim to achieve this by investing in leading, quality, global growth companies across a range of industries and sectors that are listed in developed equity markets. The Fund has a bias towards larger capitalization shares and will typically comprise 30 to 50 holdings. The Fund may also hold listed equity exchange traded funds and collective investment schemes. A Global Leader is a company with sustainable competitive advantages, providing goods and services into growing end markets. These advantages or investment moats come in many forms and may include the following: industry competitive landscape, dominant market share, distribution & sourcing abilities, brand & pricing power, technological leadership, and low-cost production. We look for companies that possess and can compound these strategic advantages over time, which generally reflects in superior quality metrics (high cash flow return on investment, persistence of profitability, stable & sustainable earnings growth, high margins, and a superior track record of operational excellence), that drives share price performance over the long-term. The Fund employs a "bottom-up" fundamental research driven approach to investing: using a cash flow return on investment framework, our focus is on selecting existing and emerging global companies that are forecast to deliver superior earnings growth trading at reasonable valuations and that we believe will outperform the market over the long-term. We incorporate our Global Investment Strategy Group's (GISG) macro-economic ("top-down") view, which aims to identify attractive sectors, industries, and secular growth investment themes.
Asset Classes and Holdings
Asset Classes
 No Asset Allocation Data available
Top Holdings
 
Holdings data for this fund is not available.
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31 Jan147.61+1.71+1.17% 
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