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Investec Cautious Managed Strategy
The Investec Cautious Managed Strategy has a strong focus on capital preservation and absolute returns driven primarily by income, both through active asset allocation and stock selection decisions. Rather than trying to outperform other cautious funds or the market, the portfolio manager aims to achieve inflation-beating returns at the lowest possible risk.
View factsheet Commentary
Clyde Rossouw
Portfolio Manager
Sumesh Chetty
Portfolio Manager
Highlights
Core, low-equity multi-asset strategy
A strong focus on capital preservation and absolute returns
Emphasis on income-generating assets from both traditional fixed income sources
Philosophy
| 1 | Investec Cautious Managed Strategy is managed according to our Absolute Return investment philosophy, which defines risk primarily as the risk of losing money. |
| 2 | Absolute return investing is about beating inflation at the lowest possible risk. |
| 3 | Hence, much more attention is given to potential downside than potential upside when investment decisions are taken. |
Insights
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