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Global Managed Strategy

Why Investec Global Managed?

  • A diversified, actively managed strategy that aims to exploit international opportunities across all asset classes.
  • Multiple, uncorrelated, potential sources of return from equities, bonds, asset allocation and currencies separate allocation to thematic positions (small cap, private equity, hedge funds, absolute return, forestry, property) of up to 25%.
  • Broad diversification aims to reduce risk while retaining the potential for long-term returns.
  • A multi-specialist, active management approach that is able to adapt and benefit from shifting market conditions.
  • Designed to safeguard capital in bear markets and add value in bull markets. 
  • Exposure to each asset class is managed by focused specialist teams.
  • Managed by a highly experienced team through a process that combines quantitative rigour with qualitative insight.

Overview

The Investec Global Managed Strategy spans the main market opportunities open to investors – equities, bonds, cash and currencies – to seek an attractive balance of risk and return. This broad diversification helps to reduce risk while retaining the potential for good long-term returns. The portfolio manager is able to choose assets that will be most likely to benefit from market and economic movements.

Objective

The Investec Global Managed Strategy is a flexible multi-asset strategy that aims to deliver consistent outperformance from four largely un-correlated sources of alpha: equities, fixed income, currency and asset allocation. Each seeks to deliver an independent source of return whilst diversifying risk in a disciplined, repeatable manner.

Investment Philosophy

  • We believe that sustainable, superior results are derived from specialist investment teams working together within a clearly defined process.
  • The insights from these teams are employed by a dedicated and fully accountable portfolio manager.
  • We apply a multi-specialist approach through the combination of core asset allocation, global equity, global bond and currency processes. Each process operates independently to identify and consistently exploit inefficiencies in their respective fields.
  • This approach seeks to generate alpha from multiple independent sources in order to maximise return and minimise risk.
Contact us for more information: Natalie Phillips - Head of SA Institutional
natalie.phillips@investecmail.com
+27 21 416 1700
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Philip Saunders

Portfolio Manager