Ninety One Diversified Income

A fund investing across the full spectrum of asset classes, allocating across equities, bonds, commodities, infrastructure, property, in addition to a derivative overlay to offer protection.

The Fund aims to provide income with the opportunity for long-term capital growth. The Fund will invest in both fixed interest instruments and equities and in derivatives the underlying assets of which are fixed interest instruments and equities in order to benefit from risk reduction through diversification. Investment will be oriented towards fixed interest instruments and may include international as well as UK investments.

Fund type UK OEIC
Asset class Mixed Investments
Sector IA OE Mixed Investments 0-35%
Managed by John Stopford
Held in EQ PortfoliosBest Ideas Cautious
Best Ideas Balanced Plus
Best Ideas Cautious Plus
Best Ideas Balanced
Best Ideas Defensive

Manager Profile

Lead manager John Stopford joined the asset management industry with Investec in 1993, largely working within the fixed income team. He became the Head of fixed income and currencies, before being promoted to his current role as the Head of multi-asset. In addition to portfolio management responsibilities, he heads the macro research group which assesses overall positioning within Investec’s multi-asset products.

Fund performance

Ninety One

Ninety One (formerly Investec Asset Management) was founded in 1991 and began as a small, start-up asset manager offering domestic strategies in a South Africa. Over two decades later and Ninety One is an international business managing approximately £121 billion (as of December 2019, for clients based all over the world. Their focus is on global and emerging market investing across asset classes, with offerings in global markets, emerging & frontier markets, spanning equity, fixed income, multi-asset and alternative asset classes. Ninety One provides investment products and services to institutions, advisory clients and individuals. Clients include pension funds, central banks, sovereign wealth funds, insurers, foundations, financial advisers and individual investors.