Investec Opportunity

• The strategy targets returns well in excess of inflation (Headline CPI +7% gross of fees under current market conditions) measured over three to five year periods. This is achieved with lower volatility than a traditional balanced portfolio. 
• The allocation of assets is actively managed with a bias towards equities (maximum 75%), with valuation biased bottom-up stock picking. The balance of the portfolio is invested in fixed-income assets such as cash, bonds, inflation-linked bonds and listed property. 
• The strategy may invest up to 25% in offshore assets.

Investec Protector

• The strategy targets returns in excess of inflation (currently Headline CPI+5% gross of fees under current market conditions) measured over a three year period, while targeting capital protection over a 12 month period. 
• The strategy will achieve its objectives by investing in a combination of South African equities, bonds, inflation-linked bonds, property, cash and derivative instruments. 
•  The Investec Protector strategy aims to deliver its performance objective through exposure to potential equity-market upside, with the primary equity component tracking the ALSI40 index. Explicit downside protection is provided in the form of exchange-traded put options based on this index.

Investec Absolute Balanced

• The strategy targets returns moderately in excess of inflation ( Headline CPI+5% gross of fees under current market conditions) measured over a three year period, while actively managing downside risk. The strategy is unlikely to show negative returns over a 12 month period. 
• The strategy will achieve its objectives by investing in a combination of South African equities, bonds, inflation-linked bonds, property, cash and derivative instruments. 
• The focus is on identifying shares that are attractively priced given their inherent value. Significant portions of the portfolio are protected from negative returns using financial instruments such as equity and bond index futures.  The aim is to preserve capital from a downward move in the market.

Investec Absolute Income

• The strategy targets returns modestly in excess of inflation (currently Headline CPI+4% gross of fees under current market conditions) measured over a two year period, while actively managing downside risk. The strategy is unlikely to show negative returns over a 6 month period. 
• The strategy aims to achieve its performance by identifying investment opportunities across the interest rate spectrum including government, corporate and inflation-linked bonds as well as listed property and cash. 
• Significant portions of the portfolio are protected from negative returns using financial instruments such as bond index futures and options (purchased only). The aim is to preserve capital in the event of a downward move in the market.

In addition to our standard strategies, we are able to customise portfolios for large clients.