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You are here: Manager factsheet

Mark Breedon

Investec Asset Management Luxe, Investec Fund Managers (UK), Investec Asset Mgmt Guernsey
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has, period by period, consistently managed to outperform the peer group. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Mark is co-head of 4Factor Equity at Investec Asset Management as well as being a financials sector specialist. He is also lead portfolio manager for the Global Strategic Equity strategy. Mark has managed global equity portfolios for the last 14 years. He joined Investec Asset Management from Alliance Capital Management where he managed portfolios including the $500 million Worldwide Privatisation Fund, NYSE listed Southern Africa Fund, Spain Fund and Austria Fund. Prior to this Mark managed developed market equity accounts for Brinson Partners (formerly First Chicago), following an initial three year spell in research at Vickers da Costa. Mark graduated with an honours degree in Economics.
Total return for Mark Breedon
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
Discrete calendar year performance : Mark Breedon

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Mark Breedon 6.3 12.1 21.4 8.2 12.8 8.6 26.8 -1.4 15.1 16.2
Peer Group Composite 8.3 9.3 16.5 12.2 9.7 3.4 23.4 -2.3 12.1 15.7
Over / Under -2.0 2.8 4.9 -4.0 3.1 5.2 3.4 0.9 3.0 0.5
Performance vs peer group composite: Mark Breedon
How a manager matches up against their peers gives you some idea of how talented they are. 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
8 years
out of a possible 10
Overall markets
Underperformed peer group composite
2 years
out of a possible 10
Rising markets
Outperformed peer group composite
7 years
out of a possible 9
Falling markets
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Investec Global Strategic Equity Lead manager FO Equity - International since Jan 01 2003 to present
Investec Global Strategic Equity Lead manager UT Global since Jul 01 2004 to present
Investec Global Strategic Equity Lead manager FO Equity - International since Nov 30 2018 to present
Funds managed previously
Fund Periods
Investec Asian Equity since Jun 01 1984 to Oct 31 2005
Investec Asia Pacific Franchise since Mar 25 2003 to Sep 30 2005
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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