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Fund updates


Proposed changes to the Managed Growth Fund
23.05.17

We wrote to all investors in the Managed Growth Fund on 23 May 2017 to inform them of and seek their approval of our proposed changes to the Fund. In summary, we are seeking to make the following changes to the Fund: 

  • the name of the Fund will be changed to the “Global Multi-Asset Total Return Fund”;
  • the investment objective of the Fund will be changed to make it clear that the Fund seeks to provide long term total returns and to allow the Fund to invest in a broader range of asset classes; and
  • the investment policy of the Fund will be changed to reflect how investment in this broader range of asset classes will be achieved.
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    The changes to the investment objective and policy of the Fund require the approval of shareholders by the passing of a resolution at an EGM. We have therefore arranged for an EGM to be held at 9:00am on 30 June 2017 at our offices, Woolgate Exchange, 25 Basinghall Street, London EC2V 5HA. If approved, the changes will made on 7 July 2017. For full details, please see the legal circular, sent to all shareholders on 23 May 2017.


    Notice of the Annual General Meeting (‘AGM’) and Form of Proxy
    28.04.17

    We sent shareholders the notice of the AGM and Form of Proxy on 28 April 2017.

    The AGM will be held on 8 June 2017. If shareholders cannot be present, they can sign and return the Form of Proxy by post, fax or by email. For their vote to be valid, their signed Form needs to be received no later than 6 June 2016.

    Click here to view the AGM notice and Form of Proxy


    An update to the investment policy for the Investec Emerging Markets Investment Grade Corporate Debt Fund
    28.04.17

    We wrote to shareholders in the Emerging Markets Investment Grade Corporate Debt Fund on 28 April 2017 to let them know of our decision to update its investment policy from 31 May 2017.

    Click here to view the letter sent to shareholders in the Emerging Markets Investment Grade Corporate Debt Fund.


    An update to the investment policy for the Investec Latin American Investment Grade Corporate Debt Fund
    28.04.17

    We wrote to shareholders in the Latin American Investment Grade Corporate Debt Fund to let them know of our decision to update the investment policy of the Fund from 31 May 2017.

    Click here to view the letter sent to shareholders in the Latin American Investment Grade Corporate Debt Fund.


    Appointment of a Sub-Investment Manager
    28.04.17

    We wrote to shareholders in one or more of the following funds of the Investec Global Strategy Fund

    (‘GSF’) to inform them that Investec Asset Management Limited (the ‘Investment Manager’) will appoint Investec Asset Management North America, Inc. as a sub-investment manager (the ‘New Sub-Investment Manager’) on or around 1 June 2017 in respect of the following:

    • Global Franchise Fund;
    • Global High Yield Bond Fund;
    • Global Quality Equity Income Fund; and
    • Investment Grade Corporate Bond Fund.

    Click here to view the letter sent to shareholders in the funds above.