The Investec Botswana Managed Fund aims to provide investors with long-term capital growth through a well-diversified portfolio. The fund invests both in domestic and international equity and fixed-income markets.
This multi-asset fund will appeal to investors who don’t want to actively manage their own asset allocation.
What are the benefits of investing in this fund?
- Excellent local and global diversification opportunities within one integrated portfolio• Specialist skills across all asset classes
- An actively managed portfolio and flexible investment style
- Local and global investment teams with immense depth and expertise
- Strong focus on long-term capital growth
- Complies with Botswana retirement fund regulations, making it suitable for most retirement fund clients
Risk profile
The Investec Botswana Managed Fund has a moderate risk profile.
Investment strategy
The Investec Botswana Managed Fund invests in a mix of assets such as equities, listed property, bonds and cash. The fund also invests in offshore assets, providing further diversification opportunities. The portfolio managers take an active approach to asset allocation, seeking to balance the opportunity for wealth accumulation against the risk of capital loss.
Fund Facts
| Risk profile: | Moderate |
| Minimum lump sum investment: | P10 000 |
| Income distribution: | March and September |
| Portfolio managers: | Martinus Seboni and Roelof Horne |
| Launch date: | 8 June 2009 |
Who Should Invest?
- Investors who have a moderate risk profile with a medium- to long-term investment horizon
- Investors who don’t want to actively manage their own asset allocation
- Investors who have more than five years left until retirement
- Investors requiring exposure to equity and fixed-income markets
- Investors wanting a balanced exposure with growth opportunities
- Retirement funds
