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Tailored for investment professionals this site provides information on our products, strategies and services. Please remember capital is at risk and past performance is not a guide to the future. We use cookies to ensure that we give you the best experience on our website. This includes cookies from third parties. Such third party cookies may track your use of our website. By continuing you are confirming that you are happy to receive all cookies on our website. Please refer to our Cookie Policy for further information, including steps to take to disable cookies.

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Overview

Investec Asset Management absolute strategies offer investors the opportunity to invest in a range of standalone portfolios which focus on beating inflation at the lowest possible risk. Absolute strategies are often used by retirement portfolios looking for complete risk-profiled solutions for their members, and by other institutions such as trusts and foundations.

South African Absolute Strategies:

Investec Opportunity
Investec Protector
Investec Absolute Balanced

Featured Strategy:

Investec Opportunity

  • The strategy targets returns well in excess of inflation (Headline CPI +6% 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.