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Ninety One American Inclusive - Class A - Accumulation (Hedged GBP)

Sell:475.61p Buy:475.61p Change: 4.81p (1.00%)
Prices as at 20 December 2024
Sell:475.61p
Buy:475.61p
Change: 4.81p (1.00%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 20 December 2024
Sell:475.61p
Buy:475.61p
Change: 4.81p (1.00%)
Prices as at 20 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

20/12/19 to 20/12/20 20/12/20 to 20/12/21 20/12/21 to 20/12/22 20/12/22 to 20/12/23 20/12/23 to 20/12/24
Annual return 19.78% 21.28% -22.35% 29.83% 7.46%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Paul Vincent
Manager start date: 28 November 2019
Manager located in: TBC

Paul is an analyst and portfolio manager in the Quality investment team at Ninety One. As an analyst 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. As a portfolio manager he is responsible for the American Franchise Strategy. Paul joined the Quality investment team in 2013. Prior to this he was a Senior Manager in the firm'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).

Manager Name: Will Nott
Manager start date: 2 April 2024
Manager located in: TBC

William is a portfolio manager in Ninety One's Quality investment team, based in London. He is co-portfolio manager of the American Franchise Strategy. In addition, he is responsible for global equity idea generation and research. Prior to joining the firm, William worked at Allianz Global Investors as a pan-European equity analyst. William graduated from the University of Cambridge with a Bachelor of Arts (Hons) degree in Economics. He holds the Certificate in ESG Investing and is a CFA® Charterholder.

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Manager Name: Michael Hayward
Manager start date: 1 July 2017
Manager located in: London

Michael is a portfolio manager responsible for managing the Investec American Franchise Fund and an analyst in the Quality team. In addition to portfolio manager responsibilities, Michael is also focused on stock analysis and selection; as well as ongoing holding review for our Global Quality equity strategies including the flagship Global Franchise Fund. Prior to joining the firm, Michael spent three years at Momentum Asset Management as an equity research analyst and a year at Deloitte Actuarial and Insurance Solutions as an Actuarial Analyst. Michael holds a Bachelor of Science (Hons) degree in Actuarial Science from the University of Witwatersrand. He is a Fellow of the Institute of Actuaries (UK) and a CFA® Charterholder.

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Manager Name: Mark Wynne-Jones
Manager start date: 20 August 2021
Manager located in: London

Mark is a portfolio manager within the Value team at Investec Asset Management. He takes responsibility for our Global Contrarian and American Equity strategies, and since August 2012 assumed co-portfolio management of the Investec American Equity Fund. Mark joined Investec Asset Management in 2005 from UBS Wealth Management where he was head of UK research. Prior to this, he was a portfolio manager at Cavendish Asset Management. He began his career as an accountant at KPMG. Mark graduated from the London School of Economics in 1991 with a Bachelor of Science degree in Economics, and has a Master's degree in Finance from London Business School. Mark is a member of the Chartered Financial Analyst (CFA) Institute and is a qualified Chartered Alternative Investment Analyst (CAIA).

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Manager Name: Alessandro Dicorrado
Manager start date: 29 March 2016
Manager located in: London

Alessandro is a portfolio manager within the Value team at Ninety One. Since 20 April 2020 he assumed co-portfolio management of the UK Value strategies in addition to the Global Value Equity strategies that he has been managing since 2016. In 2011, Alessandro joined the firm as an analyst in the Value team. Previously he worked at J.P. Morgan Chase & Co as a fixed income derivatives salesperson in London. He graduated from UCL in 2004 with a Bachelor of Science (Hons) degree in Economics and holds a Masters degree in Finance from the London Business School. He has passed Level III of the CFA® Programme.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now