Quality

Update zum Global Franchise

Clyde Rossouw berichtet über die Performance des Global Franchise seit Jahresanfang 2022 und analysiert, warum er glaubt, dass Qualitätsunternehmen mit starken, nachhaltigen Geschäfts- und Finanzmodellen sowie Preissetzungsmacht besonders gut aufgestellt sind, um sich auch weiter positiv zu entwickeln. (Aufzeichnung in englischer Sprache).

2022 M05 12

38 minutes

Clyde Rossouw
Clyde Rossouw berichtet über die Performance des Global Franchise seit Jahresanfang 2022 und analysiert, warum er glaubt, dass Qualitätsunternehmen mit starken, nachhaltigen Geschäfts- und Finanzmodellen sowie Preissetzungsmacht besonders gut aufgestellt sind, um sich auch weiter positiv zu entwickeln. (Aufzeichnung in englischer Sprache).
Clyde Rossouw
Portfoliomanager
Watch our recent Quality webinar with Clyde Rossouw, Portfolio Manager of the Global Franchise strategy.
Specific risks

Currency exchange: Changes in the relative values of different currencies may adversely affect the value of investments and any related income. Derivatives: The use of derivatives is not intended to increase the overall level of risk. However, the use of derivatives may still lead to large changes in value and includes the potential for large financial loss. A counterparty to a derivative transaction may fail to meet its obligations which may also lead to a financial loss. Equity investment: The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company. Concentrated portfolio: The portfolio invests in a relatively small number of individual holdings. This may mean wider fluctuations in value than more broadly invested portfolios. Emerging market (inc. China): These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.

General risks

All investments carry the risk of capital loss. The value of investments, and any income generated from them, can fall as well as rise and will be affected by changes in interest rates, currency fluctuations, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which the investment strategy invests. If any currency differs from the investor’s home currency, returns may increase or decrease as a result of currency fluctuations. Past performance is not a reliable indicator of future results. Environmental, social or governance related risk events or factors, if they occur, could cause a negative impact on the value of investments.

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

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