Alastair Mundy | Fund manager factsheet | Investec Fund Managers (UK)

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FE Trustnet Fund managers

Manager factsheet

Alastair Mundy
Investec Fund Managers (UK), Investec Asset Management Ltd, Investec Asset Mgt Limited
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has not really benefited results, which have tended to be similar in rising and falling markets.

Manager profile

Alastair is head of Contrarian at Investec Asset Management having joined in 2000 from Morley Fund Management. Alastair manages a number of funds including the Investec Cautious Managed Fund and the Investec UK Special Situations Fund. He also manages the Temple Bar Investment Trust. Utilising the team’s global expertise and established track record, Alastair assumed co-portfolio management of the Investec American Fund in August 2012. Alastair graduated from City University in 1988 with a Bachelor of Science degree in Actuarial Science

FOLLOW ON FUNDSWIRE

Annualised total return over 13.4 years

+3.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Alastair Mundy	17.6	30.6	46.3	34.8	165.9
Peer Group Composite	16.5	28.1	19.3	15.0	116.1
Over / Under	1.1	2.5	27.0	19.8	49.8

Total return for Alastair Mundy

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Alastair Mundy

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Alastair Mundy	17.6	0.2	10.9	27.8	-12.4	-15.6	9.2	19.4	18.3	39.7
Peer Group Composite	16.5	-0.9	10.8	27.2	-26.8	-12.0	9.6	26.2	13.2	31.5
Over / Under	1.1	1.1	0.1	0.6	14.4	-3.6	-0.4	-6.8	5.1	8.2

Performance vs peer group composite: Alastair Mundy

How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

7 years

out of a possible 10

Overall markets

Underperformed peer group composite

3 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Investec Capital Accumulator	Lead manager	UT Specialist	since Aug 01 2000 to present
Investec UK Special Situations	Lead manager	UT UK All Companies	since Aug 01 2002 to present
Investec Cautious Managed	Lead manager	UT Mixed Investment 20%-60% Shares	since Aug 16 2002 to present
Temple Bar Investment Trust PLC	Lead manager	IT UK Growth & Income	since Oct 01 2002 to present
Investec Global Special Situations	Co-managed	UT Global	since Dec 17 2007 to present
Investec Global Contrarian Equity	Co-managed	FO Equity - International	since Nov 28 2011 to present
Investec American	Co-managed	UT North America	since Aug 20 2012 to present
Investec American Equity	Co-managed	FO Equity - USA	since Oct 08 2012 to present

Funds managed previously

Fund	Periods

Investec Diversified Income	since Aug 01 2000 to Jun 30 2012
Investec High Income Trust	since Jan 01 2001 to fund close
Aviva Inv Distribution	since Jan 01 1996 to Dec 31 1999

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