Investec Cautious Managed: Qual rating issued

We believe Investec Cautious Managed is one of the best managed funds in the market.

Tom Whitelaw | 06-05-09 | E-mail Article

We have published a new Morningstar Qualitative Rating and Research Report for Investec Cautious Managed.

"Alistair Mundy has been in charge since August 2000 and he is also head of Investec’s contrarian team. He is supported by a well resourced group comprising seven equity analysts. He also utilises Investec’s Fixed Income resources for the bond portion of the portfolio. However, as he began his career as a fixed income analyst, he prefers to initially set his own duration and credit quality then rely on Investec’s bond team to fill in the blanks. This is a somewhat unusual approach but it has worked well to date and Mundy’s past experience in this regard gives us further confidence. . . ."

The full four page pdf report can be accessed here. It is free to users of Morningstar.co.uk.

Tom Whitelaw is a Fund Analyst at Morningstar. He would like to hear from you but cannot give financial advice. You can contact the author via this feedback form.
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