Specialist international investment strategies

Multi Asset

Investec Global Managed

This is the strategy of choice for our Southern African full discretion global mandates. This flexible multi asset strategy aims to deliver consistent out-performance from four uncorrelated sources of alpha: Equities, Fixed Income, Currency and Asset Allocation. Each seeks to deliver an independent source of return whilst diversifying risk in a disciplined, repeatable manner. Therefore, within the convenience of a single fund, investors are offered a diversified multi-asset class portfolio.

Investec Global Diversified Growth

This investment strategy is an actively managed multi manager strategy with a focus on total return.  It invests in a range of equity, bond and alternative funds, giving its investors access to the skills of some of the world’s best specialist investment managers. The strategy also has the flexibility to invest directly in any asset class.

Global Equity

Investec Global Contrarian Equity

The investment strategy, launched in 2007, aims to provide a combination of income and long-term capital growth through the application of a contrarian approach to investment in global equities. Investec Asset Management has a strong track record in global contrarian equities, with the first strategy, the Investec UK Special Situations Fund, established in 1978.

The contrarian team’s investment process involves identifying out of favour stocks that are deemed to be undervalued and therefore have potential for outperformance over the long term. The poorest performing stocks are screened and scrutinised for good underlying fundamental values such as the company assets, current cash flows or profits.

Investec Global Equity

This investment strategy aims to achieve long term capital growth by investing in companies established in the larger and more liquid equity markets of the USA, Continental Europe, UK and Japan. It also taps into the expansion opportunities offered by emerging markets.

Fixed Income

Investec Global Defensive Income

• The strategy aims to outperform money market returns in the world’s major currencies over the long-term, whatever the investment environment. This distinguishes it from traditional bond and currency funds where performance is largely dependent on market direction.
• The strategy is expected to appeal to investors who seek an attractive absolute return that is independent of the vagaries of the interest rate cycle and who have a limited appetite for risk. The result is a robust alternative to bond and cash funds.

Investec Global Bond

The investment strategy is our core global fixed income strategy. The strategy aims to tap the multiple sources of potential return available in fixed income markets, including:  

• Active management of duration 
• The purchase of short- or long-dated bonds based on expectations of inflation and interest rate movements 
• Investment in currencies expected to appreciate 
• Asset allocation between different global bond markets 
• Diversification into corporate bonds, which can offer higher yields in an attractive environment for risk

Currency and Cash

Currency Management

We believe that active currency management can add significant returns to a client’s portfolio due to the inefficiency and liquidity in currency markets. The low correlation of currency markets to other asset classes gives clients an opportunity to add an additional source of alpha as a separate asset class or as a currency overlay. Investec Asset Management has a long history of currency management and has a dedicated currency team with extensive support.

The Investec Global Money Funds

The Investec Global Money Funds (Global Strategy Fund GSF range) aim to give holders of the relevant Shares access to income at wholesale currency market interest. The Funds are available in USD, Euro and Sterling.