Navigation Search
Close

Select your location and role to view strategy and fund content

South Africa
  • Global homepage
  • Australia
  • Belgique
  • Botswana
  • Denmark
  • Deutschland
  • España
  • Finland (Suomi)
  • France
  • Hong Kong (香港)
  • Ireland
  • Italia
  • Luxembourg
  • Namibia
  • Nederland
  • Norway
  • Österreich
  • Portugal
  • Singapore
  • South Africa
  • Sweden (Sverige)
  • Switzerland
  • United Kingdom
  • United States
  • International
Professional Investor
  • Professional Investor
  • Individual Investor

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.

By entering you agree to our Terms & Conditions

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

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

Read the latest insight from our investment professionals.

InPerspective Winter 2018

Good leadership provides stability in uncertain times

Read more

2019 Investment Views

From tailwinds to headwinds: a new market regime?

Read more

Growth and resilience in uncertain times

Why we prefer global quality equities and local bonds.

Read more

Contact us for more information

Contact our Institutional client team