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 Reports and Commentary from the Investment World

Reports and commentaries are posted here on a regular basis.


Investec Global High Income Bond Fund

Investec Asset Management (Global Strategy fund, Guernsey).

Global High Income Bond Fund. US$.

This fund has out performed its composite index consistently over the past 3 years, recording returns of 16.7%, 28.2% and 13.5% per annum.

The fund aims to achieve a high level of current income by means of investment in high yielding fixed or floating rate securities of varying maturities,denominated in a spread of the world’s major and minor, freely traded currencies.

Top Ten Holdings.

  • Treasury Notes 3% 2006
  • (Commonwealth) 7.5% 2009
  • (State of) 9.75% 2030
  • (Republic of) 5.75% 2008
  • (Republic of) 12% 2010
  • Bank Nederlandse Gemeenten 5.25% 2009
  • Dexia Municipal Agency 4.875% 2008
  • Aries Vermogensverwaltung 9.6% 2014
  • United Mexican States 6.37% 2013
  • RWE Finance 6.37% 2013

Average duration = 3.74 years.

Average credit rating = BBB+

This fund would make a great core holding for any conservative investor’s portfolio.

Buy  Investec Global High Income Bond Fund and hold for the long term.


Disclaimer: All the information above is provided as a service for individuals and institutions. It should in no way be construed as a recommendation as an investment. Investment decisions should be based on the risk tolerance and planning horizon of the investor. Market participants must understand that past performance is also not a guarantee or predictor of future results.