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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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Balanced Strategy

Why Investec Balanced?

  • A specialist approach providing investors with asset class diversification to deliver superior risk-adjusted returns.
  • 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.
  • Unique investment approach supported by a robust process.
  • We are able to provide a customised solution to meet client needs.
  • Managed by a highly experienced and stable team that leverages Investec Asset Management’s global investment capabilities and specialist strategies.
  • Complies with all the prudential requirements, making it suitable for most retirement fund clients. 


The Investec Balanced Strategy targets returns ahead of inflation as well as returns in excess of its peer-group average, measured over three to five year periods.

Investment Philosophy

Our investment philosophy focuses primarily on delivering excellent absolute returns on behalf of our clients, as we believe that a focus on doing the right thing on a medium-term horizon will also result in excelling in relative terms, thereby delivering top quartile performance relative to the peer group.

We apply this multi-specialist approach in managing the Investec Balanced Strategy by leveraging off the combined wisdom of strong in-house specialist skills, while importantly at the same time retaining full focus and accountability with a dedicated portfolio manager.

Contact us for more information: Natalie Phillips - Head of SA Institutional
+27 21 416 1700
Connect with me on LinkedIn

Chris Freund

Portfolio Manager