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Investec GSF Latin American Equity A Acc USD

Ranked 5 out of 34 in - Latin America over 12 months
All calculations are in CHF unless stated

Managed by

Rafael Mendoza Grendi

Rafael Mendoza is a Latin America portfolio manager at Investec where he joined in 2016. Previously Rafael worked at Pinebridge Investments where he was based in Santiago, Chile. He joined Pinebridge in 2010 and prior to that he was with Bice Inversiones where he was a portfolio manager and then head of equities. He started his career as an intern at Moneda Asset Management in 2002. Originally from Santiago, he graduated from Pontificia Universidad Catolica de Chile with a BA in business administration and management and an MA in economics. Outside of fund management Rafael enjoys tennis, soccer and music.

Objective

The Fund aims to grow the value of your investment over the long term investing primarily in the shares of either Latin American companies, or companies which are controlled by Latin American companies, or companies which carry out a significant proportion of their business activities in Latin America.The Fund can use derivatives.

Showing fund performance in Switzerland View performance globally

Performance

Latin America over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 5.8% -15.0%
2017 29.1% 12.8% -4.0% 20.2% -0.9%
2016 36.5% 11.2% 10.7% 6.8% 3.9%
2015 -29.4% -15.0% -0.9% -17.7% 1.9%
2014 -5.7% -2.4% 9.2% -2.1% -9.7%
2013 -17.2% 6.4% -15.6% -2.3% -5.5%
2012 17.6% 12.7% -5.7% 6.5% 3.9%
2011 -26.8% -4.6% -12.9% -18.9% 8.6%
2010 11.5% 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Botswana
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Portugal
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date30/04/2010
  • Share Class size817Mn
  • Base currencyUSD
  • ISIN LU0492943104

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment750

Charges

  • Annual management1.50%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).