Head of Quality
Clyde is Head of Quality at Ninety One, based in Cape Town. He is lead portfolio manager of the Global Franchise and Opportunity strategies, co-portfolio manager of the Global Quality Dividend Growth Strategy and portfolio manager of the International Franchise strategy. Clyde joined the firm in 1999, initially as an asset allocation and sector allocation strategist. Prior to Ninety One, Clyde was awarded a study bursary by Sanlam where he worked for eight years, including five years in asset management. His experience in investments included fixed income analysis and portfolio management. Clyde graduated from the University of Cape Town with a Bachelor of Science degree in Statistics and Actuarial Science. He was awarded the Certificates in Actuarial Techniques in 1995, and Finance and Investments in 1997 by the Institute of Actuaries in London. Clyde is a CFA® Charterholder.
Portfolio Manager
Abrie is a portfolio manager in Ninety One’s Quality investment team, based in New York. He is co-portfolio manager of the Global Quality Dividend Growth strategy and portfolio manager of the Global Franchise and International Franchise strategies. In addition, he is responsible for global equity idea generation and research. Abrie graduated cum laude from the University of the North West, Potchefstroom Campus, with a Master of Science degree in Quantitative Risk Management: Investment Management. Abrie holds the Investment Management Certificate and is a CFA® Charterholder.
Portfolio Manager
Elias is a portfolio manager in Ninety One's Quality investment team, based in New York. He is lead portfolio manager of the International Franchise strategy and portfolio manager of the Global Franchise strategy. In addition, he is responsible for global equity idea generation and research. Before joining the firm, Elias was a managing director at Thornburg Investment Management, where he served as an Associate Portfolio Manager for the Thornburg Global Opportunities Fund. Prior to that, he worked at Dodge & Cox, conducting global equity research in the capital goods, medical devices, and chemicals sectors. He began his career as an investment banking analyst at Lehman Brothers / Barclays Capital. Elias received a Master of Business Administration from Stanford University and a Bachelor of Science from Brigham Young University, where he was a presidential scholar.
Portfolio Manager
Paul is a portfolio manager in Ninety One’s Quality investment team, based in London. He is co-portfolio manager of the American Franchise strategy and portfolio manager of the Global Franchise strategy. In addition, he is responsible for managing the research process for all of the Quality team’s global strategies, as well as global equity idea generation and research. Paul joined the Quality investment team in 2013. Prior to this, he was a Senior Manager in Ninety One’s Investment Operations team. Paul graduated from the University of Surrey in 2010 with a first-class Bachelor of Science (Hons) degree in Business Management. During his studies, Paul completed a 14-month industrial placement at UBS Global Asset Management, with responsibilities covering client reporting and data management. Paul is also a CFA® Charterholder and holds the Investment Administration Qualification (IAQ) and Investment Management Certificate (IMC).
Fund: 68.7%
Index: 63.4%
Fund: 18%
Index: 11%
Fund: 5.2%
Index: 3.2%
Fund: 3.7%
Index: 11.8%
Fund: 2%
Index: 2.3%
Fund: 0%
Index: 5%
Fund: 1.4%
Index: 3.3%
Fund: 1%
Index: 0%
Fund: 27.9%
Index: 28.7%
Fund: 24.2%
Index: 16.4%
Fund: 15.4%
Index: 8.8%
Fund: 11.7%
Index: 8.1%
Fund: 10%
Index: 5.1%
Fund: 7.7%
Index: 9.3%
Fund: 2.1%
Index: 11.2%
Fund: 0%
Index: 4.2%
Fund: 0%
Index: 3.8%
Fund: 0%
Index: 1.7%
Fund: 0%
Index: 2.7%
Fund: 1%
Index: 0%
7.9%
5.3%
2%
1.6%
1.4%
-1.4%
-2.2%
-2.9%
-3.1%
-5%
7.8%
6.6%
5%
3.6%
-0.7%
-1.7%
-2.7%
-3.8%
-4.2%
-9.2%
8.6%
8.2%
5.1%
4.5%
4.2%
-1.7%
-1.9%
-2.6%
-4%
-4.9%
9.2%
8.8%
7.4%
5.4%
4.8%
4.7%
4.3%
4.2%
3.7%
3.5%
Number of equity holdings: 28
We recommend that you seek independent financial advice to ensure this Fund is suitable for your investment needs.
All the information contained in this communication is believed to be reliable but may be inaccurate or incomplete. Any opinions stated are honestly held but are not guaranteed and should not be relied upon.
It is not an invitation to make an investment nor does it constitute an offer for sale. Any decision to invest in the Fund should be made after reviewing the full offering documentation, including the Prospectus, which sets out the fund specific risks. Fund prices and English language copies of the Prospectus, annual and semi-annual Report & Accounts, Articles of Incorporation and where relevant, the local language copies of the Key Investor Information Documents (KIID) and Key Information Documents (KID), may be obtained from www.ninetyone.com.
Performance data source: © Morningstar, NAV based, (net of fees, excluding initial charges), total return, in the share class dealing currency. Performance would be lower had initial charges been included as an initial charge of up to 5% (10% for S shares) may be applied to your investment. This means that for an investment of $1,000, where the initial charge equals 5%, $950 ($900 for S shares) would actually be invested in the Fund. Returns to individual investors will vary in accordance with their personal tax status and tax domicile.
PRIIPs Performance scenarios and Risk Profile SRI data source: Broadridge Ireland Limited.
For a full description of the Morningstar rating for funds, please see the attached guide. A rating is not a recommendation to buy, sell or hold a fund.
The overall rating for a fund, often called the ‘star rating’, is a third party rating derived from a quantitative methodology that rates funds based on an enhanced Morningstar™ Risk-Adjusted Return measure. ‘Star ratings’ run from 1 star (lowest) to 5 stars (highest) and are reviewed at the end of every calendar month. The various funds are ranked by their Morningstar™ Risk-Adjusted Return scores and relevant stars are assigned. It is important to note that individual shareclasses of each fund are evaluated separately and their ratings may differ depending on the launch date, fees and expenses relevant to the shareclass. In order to achieve a rating the share class of a fund must have a minimum three-year performance track record.
The portfolio may change significantly over a short period of time. This is not a buy or sell recommendation for any particular security. Figures may not always sum to 100 due to rounding.
For an explanation of statistical terms, please see our glossary.