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You are here: Manager factsheet

Alastair Mundy

Investec Fund Managers (UK), Investec Asset Management Ltd
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a long track record, the manager has under-performed the peer group more often than not. Poor stock picking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
Alastair is head of the Value team 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. Alastair graduated from City University with a Bachelor of Science degree in Actuarial Science in 1988.
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

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
Alastair Mundy 1.1 13.0 6.3 -2.0 5.3 19.9 6.8 10.4 6.8 8.1
Peer Group Composite 4.2 12.1 7.8 1.6 8.1 20.3 9.1 5.3 9.3 -7.5
Over / Under -3.1 0.9 -1.5 -3.6 -2.8 -0.4 -2.3 5.1 -2.5 15.6
Performance vs peer group composite: Alastair Mundy
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
Up
Outperformed peer group composite
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Investec UK Special Situations Lead manager IA UK All Companies since Aug 01 2002 to present
Investec Cautious Managed Lead manager IA Mixed Investment 20-60% Shares since Aug 16 2002 to present
Temple Bar Investment Trust PLC Lead manager IT UK Equity Income since Oct 01 2002 to present
Investec UK Total Return Co-managed IA Specialist since Jul 01 2014 to present
Funds managed previously
Fund Periods
Investec UK Total Return since Aug 01 2000 to Jan 31 2014
Investec Diversified Income since Aug 01 2000 to Jun 30 2012
Investec High Income Trust since Jan 01 2001 to fund close
Investec Global Special Situations since Dec 17 2007 to Dec 31 2015
Investec Global Value Equity since Nov 28 2011 to Dec 31 2015
Aviva Inv Distribution since Jan 01 1996 to Dec 31 1999
Investec American since Aug 20 2012 to Sep 30 2013
Investec American Franchise since Oct 08 2012 to Sep 30 2013
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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