Benefits

    Beating inflation at the lowest possible risk

    Investec Asset Management absolute strategies aim to deliver inflation beating returns giving investors access to portfolios where downside risk protection is a key focus.

    A key exploitable benefit is that the portfolio manager does not have to manage against a benchmark and therefore has no predetermined instrument holdings that need to be considered.

    Absolute strategies also offer investors the following benefits:

    • Investec Asset Management has been successfully managing absolute return mandates for over 12 years.
    • We launched the first South African Absolute Return Fund, the Investec Opportunity Fund unit trust, in May 1997. Since then the fund has received numerous awards, including including the 2008 and 2009 Raging Bull Awards– SA Best Asset Allocation Flexible Fund over 5 years, and the 2008 Micropal Fund Awards, Best in Sector, Relative Risk Adjusted basis over 5 years. 
    • Dedicated absolute return portfolio managers that tap into a globally integrated investment team with over 100 equity and fixed income investment professionals.