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This site is for private 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.

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  • Why should I invest?

    Why should I invest?

    Why should I invest?

    While caution is understandable during turbulent times, investing in this climate is about managing risk appropriately rather than avoiding it. No matter the market conditions, there is always going to be opportunity.

    Instead of leaving your money in cash to be eroded by inflation, you could look to a trusted partner to help you navigate the world of investing. So, whether you see property on the horizon, are saving to put your kids through school or want to enjoy a comfortable retirement, investing may help your money to work harder.

    An introduction to investing

    As recent news headlines prompt fiscal caution amongst South Africans, many first-time investors are probably wary of starting to put away money for the long-term. However, now is not the time to be sitting on the side lines. Read our article where we outline the basics of what you need to know.

    Read the article

    The impact of inflation - the invisible thief

    Did you know that the current rate of inflation in South Africa is 4.8%*?

    This means that the cost of goods and services on average increased 4.8% over the past year. Essentially when you went to the shop last year R100 went further than it does today. Expand that over 5 years, and at the current rate, an item that costs R100 today would cost R126.42, or put another way, your R100 would only be worth R79.10.

    This is one of the major factors that leads individuals to invest in unit trust funds.

    *CPI as at end August 2017

     
  • How do I invest?

    How do I invest?

    How do I invest?

    Need advice?

    There are many ways to invest your money, but everyone’s circumstances are different. To know what strategy will help you achieve your investment goals, you can search for a financial advisor in your area.

    Find a licensed Financial Advisor

    Ready to invest?

    If you are ready to invest, you can start an investment in the Investec Opportunity Fund for as little as R500 a month.
    Follow our secure online process to invest now.

    Start your investment journey


    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.

  • Why the Investec Opportunity Fund?

    Why the Investec Opportunity Fund?

    Why the Investec Opportunity Fund?

    Investing is about choosing the right partner to help you stay the course and make the right investment decisions.

    The Investec Opportunity Fund may be that partner. The fund’s multi-asset approach carefully diversifies your investment across asset classes such as cash, bonds and equities. With a philosophy that focuses on seeking out reputable and quality brands, the Opportunity Fund has demonstrated its ability to successfully manage risk, producing inflation-beating results for two decades.

    Minimum monthly investment amount of only R500

    14.9% annualised return since inception

    Inflation-beating returns since inception 20 years ago

    Able to invest up to 25% offshore

    Need more details?

    View the detailed Investec Opportunity Fund page

    Go to the fund page

    Fund Overview

    The Investec Opportunity Fund aims to provide investors with stable growth of capital over the medium to long term.

    The Fund may invest in a mix of South African equities, bonds, property and money market instruments, as well as international equities and fixed interest assets.

    The international exposure is limited to 25% of total assets and the Fund may invest up to 75% in equities (local and global).

    As at 30.06.17

    Generating long-term wealth

    Imagine: if you had invested in the Investec Opportunity Fund on 1 May 2000, your money would have grown to R1,122,260 by the end of September 2017.

    Annualised performance (%)

      Fund CPI ?Consumer Price Index Sector
    1 year 6.21 4.73 6.02
    3 years 7.78 5.09 6.34
    5 years 9.61 5.61 9.81
    10 years 9.54 6.00 8.11
    Since inception* 14.89 5.84 12.30

     

    *Inception date: 02.04.00, A class. Source: Morningstar as at 30.09.17. Returns are calculated on a NAV-to-NAV basis, net of A class fees, with gross income reinvested. Market indices are gross of fees. Highest and lowest 12-month rolling performance since inception* is 43.8% and -15.7% respectively. Total expense ratio (A Class): 1.84% as at 30.06.17 which includes a performance fee of 0.77%.

     

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Important information

Collective investment schemes (CIS) are traded at ruling prices and can engage in borrowing, up to 10% of portfolio net asset value to bridge insufficient liquidity, and scrip lending. A schedule of charges, fees and advisor fees is available on request from the Manager, Investec Fund Managers SA (RF) (Pty) Ltd which is registered under the CIS Control Act. Additional advisor fees may be paid and if so, are subject to the relevant FAIS disclosure requirements. CISs are generally medium to long-term investments and the manager gives no guarantee with respect to the capital or the return of the Fund. 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 and past performance is not necessarily a guide to the future. Performance figures above are based on lump sum investments, using NAV to NAV figures net of fees with gross income reinvested, in South African Rands. Different classes of units apply to the Fund and the information presented is for the most expensive class. Fund valuations and transaction cut-off time are 16h00 SA time each business day. This portfolio may be closed in order to be managed in accordance with the mandate. Fluctuations or movements in exchange rates may cause the value of underlying international investments to go up or down. A higher Total Expense Ratio (TER) does not necessarily imply a poor return, nor does a low TER imply a good return. Where portfolios invest in the participatory interests of foreign collective investment schemes, these may levy additional charges which are included in the relevant TER. The ratio does not include transaction costs. The current TER cannot be regarded as an indication of the future TERs. Fund prices are published each business day in selected media. Additional information on the Fund may be obtained, free of charge, atwww.investecassetmanagement.com. The Manager, PO Box 1655, Cape Town, 8000, Tel: 0860 500 100.Investec Asset Management (Pty) Ltd (Investec) is a member of the Association for Savings and Investment SA (ASISA). The scheme trustee is FirstRand Bank Limited, PO Box 7713, Johannesburg, 2000,Tel: (011) 282 1808. All information provided is product related, and is not intended to address the circumstances of any Financial Service Provider’s (FSP) clients. In terms of the Financial Advisory and Intermediary Services Act, FSPs should not provide advice to investors without appropriate risk analysis and after a thorough examination of a particular client’s financial situation.

Investec Asset Management (Pty) Limited is an authorised financial services provider.