Ninety One Value Fund - Investonline (2024)

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Now, let's delve into the information provided in the article about the Ninety One Value Fund and Investonline:

Ninety One Value Fund Overview:

• The Ninety One Value Fund is a specialist equity fund designed to achieve long-term capital growth.
• Its primary focus is on investing in value stocks, aiming to outperform the FTSE/All Share Index over a three-year period.
• The fund employs a value investing strategy, favoring stocks that trade below their intrinsic values.
• Selection criteria include equities with attractive dividend yields and stable cash flows undervalued by the market.

Fund Performance:

• The fund's performance is measured against the FTSE/All Share Index over a three-year period.
• Investors suitable for this fund are those not averse to risk and can tolerate short-term capital loss.

Fund Manager:

• The Ninety One Value Fund is actively managed by John Biccard.

Other Funds from Ninety One:

• The article mentions several other funds managed by Ninety One, including Diversified Income Fund, Cautious Managed Fund, Managed Fund, Opportunity Fund, Global Strategic Managed Feeder Fund, Global Franchise Feeder Fund, Equity Fund, and Worldwide Flexible Fund.

Investonline:

• Investonline, established in 2009, offers independent investment advice in a digital format.
• The platform utilizes technology and financial planning models for remote financial planning.
• Each client is assigned a personal Client Portfolio Manager for portfolio management and financial planning.

Services offered by Investonline:

• Financial Planning tailored to individual needs.
• Investment Management, including portfolio management, market updates, and quarterly reviews.
• Offshore Investing with portfolio structuring and management.
• Estate Planning for legacy and loved ones.
• Income Planning, transitioning from employment income to retirement income.
• Tax Planning for optimal tax efficiency.

Digital Financial Planning Process:

• Investonline follows a digital financial planning process, including discovery, meetings via Zoom or in person, implementation, and regular reviews.

Client Testimonials:

• Positive testimonials highlight the professionalism, friendliness, and proactive advice provided by Investonline.
• Clients express satisfaction with the understanding of their specific needs and the company's transparent communication.

Investonline Portfolio Performance:

• The article displays the actual 10-year performance of Investonline's portfolios, categorized as Aggressive, Moderate, and Conservative.

Investment Insights:

• The article provides insights into assessing investment options and market outlooks for the 1st Quarter of 2024.

Ethos, Values, and Culture of Investonline:

• Investonline emphasizes integrity, responsibility, quality, discipline, and teamwork in its ethos.
• Core values include Trust, Respect, Passion, Dedication, Performance, Research, and Learning.
• The culture promotes a happy and productive workplace that benefits clients through independence, accountability, best practices, and client service excellence.

This comprehensive overview covers the key concepts presented in the article, providing valuable insights into the Ninety One Value Fund and the services offered by Investonline.