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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


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


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.


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Contact us for more information

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