Citywire printed articles sponsored by:
View the article online at http://citywire.co.uk/wealth-manager/article/a640320
Investec targets low vol with global equity fund launch
by Emma Dunkley on Dec 05, 2012 at 16:18
Investec Asset Management has launched a new global equity strategy that aims to mitigate absolute volatility.
The managers will initially establish a universe of global stocks with above median yields while excluding those stocks in the top quartile in terms of volatility.
The fund will then apply the 4Factor process to analyse and select stocks from within this universe.
Baalham said: 'The attraction of investing in equities is the prospect of long-term investment returns, however the downside is the volatility associated with achieving these returns.
'The question therefore becomes whether it is possible to deliver excess market returns, but with lower absolute volatility?
‘We believe the answer to this is yes, by focusing on an investment universe that takes into account both a company’s dividend yield and volatility.’
News sponsored by:
Subscribe to Wealth Manager magazine and rack up CPD points
Citywire Wealth Manager has partnered with CISI to enrich the experience of subscribers to our magazine.
Today's top headlines
More about this:
Look up the fund managers
More from us
Aberdeen Live supplement: Fundamentals point to ongoing flows and solid returns from EMD
After a record year for inflows and market-leading performance in 2012, emerging market debt has taken a large step towards the mainstream. Our recent debate covers the outlook for the asset class this year and where opportunities can be found.
On the road
by Dylan Lobo on May 16, 2013 at 16:17