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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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Investec Balanced Strategy

The Investec Balanced Strategy generates capital growth through a targeted bias towards equity assets to drive long-term performance, while bond and money market assets provide stability and generate income. This combination diversifies the strategy across different geographic markets, asset classes and specific assets to provide moderate risk exposure.

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Chris Freund

Portfolio Manager

Highlights


A globally integrated approach to investing, resulting in superior asset allocation and stock selection

Implementing our best equity ideas with conviction creates the potential for outperformance

Robust process and integrated proprietary risk control

Philosophy


1 Sustained outperformance over the medium to long term is derived from focused, multi-specialist investment teams working together within a clearly defined process.
2 We focus on 3 key drivers: improving fundamentals, attractive valuation and market price behaviour, judged as increasing investor attention.

Insights

Read the latest insight from our investment professionals.

InPerspective Summer 2019

Read how we’re assessing the domestic and global environment, managing risks and capturing opportunities in this issue.

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2019 Investment Views

From tailwinds to headwinds: a new market regime?

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Growth and resilience in uncertain times

Why we prefer global quality equities and local bonds.

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Contact us for more information

Contact our Institutional client team