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 Absolute Balanced
- 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.