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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.

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Absolute Strategies

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.

 

 

Contact us for more information: Natalie Phillips - Head of SA Institutional
natalie.phillips@investecmail.com
+27 21 416 1700
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Clyde Rossouw

Portfolio Manager

Sumesh Chetty

Portfolio Manager