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This site is for retail investors. We recommend that you seek independent financial advice to ensure our Funds are suitable for your investment needs. Please remember capital is at risk and past performance is not a guide to the future.

By entering you agree to our Terms & Conditions

Global Multi-Asset Income Fund

In a world of persistently low interest rates, the Investec Global Multi-Asset Income Fund may be an alternative to a conventional fixed income portfolio or defensive fund.

John Stopford

John Stopford

Co-Portfolio Manager

Jason Borbora-Sheen

Jason Borbora-Sheen

Co-Portfolio Manager

Why choose this fund?

A defensive, diversified portfolio with exposures tactically adjusted to suit a changing environment

Targeted less than half the volatility of global equities by focusing on downside risk since inception.

Resilient portfolio built from the bottom up aiming for attractive income with capital growth over the long term

Invest in USD or ZAR

You are able to get exposure to this Fund either directly as a foreign-domiciled international fund in USD, or as a rand-denominated feeder fund which invests in rands into the underlying offshore fund.

  • Investec Global Multi-Asset Fund (USD)

    Fund facts (USD)

    Sector: Morningstar Global USD Moderate Allocation
    Re-launch Date: 31 May 2013
    Minimum investment: Lump sum: USD3,000
    Risk Profile:

    Quick links (USD)

    To invest in the foreign-domiciled fund please contact us or speak to your advisor.

  • Investec Global Multi-Asset Feeder Fund (ZAR)

    Fund facts (ZAR)

    Sector: Global MA Low Equity
    Re-launch Date: 1 March 2002
    Minimum investment: R10,000
    Risk Profile:

    Quick links (ZAR)

‘Bond-like’ volatility

Targets less than half the volatility of global equities by focussing on downside risks.

Past performance should not be taken as a guide to the future. Data is not audited.
Source: Morningstar, Bloomberg, BofA Merrill Lynch, Investec Asset Management, in US$, as at 30.09.19. For specific indices, please see Important information‡. Annualised standard deviation of monthly returns over 3 years. Global Multi-Asset Income Fund: Distribution yield and volatility of A Inc-2 Net share class.

Important information

All information is as at 30.09.19 unless stated otherwise. All information provided is product related, and is not intended to address the circumstances of any particular individual or entity. We are not acting and do not purport to act in any way as an advisor or in a fiduciary capacity. No one should act upon such information without appropriate professional advice after a thorough examination of a particular situation. This is not a recommendation to buy, sell or hold any particular security. Collective investment scheme funds are generally medium to long-term investments and the manager, Investec Fund Managers SA (RF) (Pty) Ltd, gives no guarantee with respect to the capital or the return of the fund. Past performance is not necessarily a guide to future performance. The value of participatory interests (units) may go down as well as up. Funds are traded at ruling prices and can engage in borrowing and scrip lending. The fund may borrow up to 10% of its market value to bridge insufficient liquidity. A schedule of charges, fees and advisor fees is available on request from the Manager which is registered under the Collective Investment Schemes Control Act. Additional advisor fees may be paid and if so, are subject to the relevant FAIS disclosure requirements. Performance shown is that of the fund and individual investor performance may differ as a result of initial fees, actual investment date, date of any subsequent reinvestment and any dividend withholding tax. There are different fee classes of units on the fund and the information presented is for the most expensive class. Fluctuations or movements in exchange rates may cause the value of underlying international investments to go up or down. Where the fund invests in the units of foreign collective investment schemes, these may levy additional charges which are included in the relevant Total Expense Ratio (TER). A higher TER does not necessarily imply a poor return, nor does a low TER imply a good return. The ratio does not include transaction costs. The current TER cannot be regarded as an indication of the future TERs. Additional information on the funds may be obtained, free of charge, at The Manager, PO Box 1655, Cape Town, 8000, Tel: 0860 500 100. The scheme trustee is FirstRand Bank Limited, PO Box 7713, Johannesburg, 2000, Tel: (011) 282 1808. Investec Asset Management (Pty) Ltd (“Investec”) is an authorised financial services provider and a member of the Association for Savings and Investment SA (ASISA). A feeder fund is a fund that, apart from assets in liquid form, consists solely of units in a single fund of a collective investment scheme which levies its own charges which could then result in a higher fee structure for the feeder fund. The fund is a sub-fund in the Investec Global Strategy Fund, 49 Avenue J.F. Kennedy, L-1855 Luxembourg, Grand Duchy of Luxembourg, and is approved under the Collective Investment Schemes Control Act.