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FNW Investec Capital

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The Fund aims to grow the value of your investment over the long term.The Fund invests around the world primarily in the shares of companies and related derivatives (financial contracts whose value is linked to the price of an underlying asset). These derivatives may be used for investment purposes.The Fund seeks to achieve its objectives by holding investments which,in combination, are considered over the long term to offer a level of risk lower than that of the FTSE All Share Index (an index representing a broad spread of companies listed on the London Stock Exchange).

Fund Manager ( Underlying )

David Lynch




Primary Asset Class

Fund Size

GBX 0.35m as at 30-May-2014

Downloads ( Underlying )

Unit Name

FNW Investec Capital 4 Acc





Initial Charge


Unit Currency




Annual Charge



GBX 120.50

Change (Mid)

-0.30 (-0.25%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -3.13 -2.58 -3.36 -2.34 6.53 25.31
Sector 1.65 2.19 2.65 3.52 14.14 36.24

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 7.87 5.57 -1.17 7.89 15.39
Sector 10.14 6.76 -5.30 8.11 18.93

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 100.00

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 100.00

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Industrials 28.30
Financials 22.40
Consumer Services 21.20
Consumer Goods 10.00
Oil & Gas 9.90
Health Care 4.70
Telecommunications 2.40
Technology 1.10

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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