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See Investec American fund as a pension fund
See underlying Investec American fund

FNW Investec American

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The Fund aims to achieve long term capital growth primarily through investment in a portfolio of equities issued by USA companies and in derivatives the underlying assets of which are equities issued by USA companies.

Fund Manager ( Underlying )

Mark Wynne Jones




Primary Asset Class

Fund Size

GBX 0.98m as at 30-Nov-2014

Downloads ( Underlying )

Unit Name

FNW Investec American 4





Initial Charge


Unit Currency




Annual Charge



GBX 143.20

Change (Mid)

-1.20 (-0.83%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 2.73 11.53 14.10 17.67 30.30 38.36
Sector 1.75 10.72 13.40 18.10 50.02 80.23
Benchmark 3.51 12.35 18.36 28.47 73.37 124.31

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 14.08 22.32 -1.38 -13.27 11.24
Sector 15.73 24.94 6.17 -2.58 15.56
Benchmark 20.76 29.93 10.91 2.87 18.68

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
North American Equities 88.97
Cash 6.81
US Treasury 4.22

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
North America 88.97
Cash 6.81
US Treasury 4.22

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Consumer Discretionary 22.37
Health Care 19.50
Information Technology 14.80
Financials 12.30
Consumer Staples 7.80
Cash 6.81
Energy 6.70
Industrials 4.30
US Treasury 4.22
Materials 1.20

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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