The business has grown largely organically from domestic roots in Southern Africa to a position where we proudly serve a growing international client base from the Americas, the UK and Continental Europe, Asia, the Middle East, Australia and Africa.
The international investment strategies that we believe specifically meet the needs of our South African clients are as follows:
Multi-Asset: |
Investec Global Managed Strategy |
Global Equities: |
Investec Global Franchise Investec Global Dynamic Equity |
Currency & Cash: |
Investec Global Money Funds |
This is the strategy of choice for our Southern African full discretion global mandates. This flexible multi-asset strategy aims to deliver consistent outperformance from four uncorrelated 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. Therefore, within the convenience of a single fund, investors are offered a diversified multi-asset class portfolio.
The Strategy focuses on selecting quality global businesses that have attractive valuations. The aim is to provide an attractive long-term rate of return, regardless of the outlook for equity markets in the short term. The Strategy seeks to provide long-term outperformance, with less than average absolute volatility, by participating meaningfully in up-markets with smaller drawdowns in downmarkets.
The research process is exclusively focused on seeking to identify companies that display the best combination of high quality, sustainable growth, above average yield and compelling valuations.
Global Equity:
Investec Global Core Equity
Investec Global Dynamic Equity
Fixed Income:
Investec Global Defensive Income
Currency & Cash:
Investec Global Money Funds
Contact us for more information: | Natalie Phillips - Head of SA Institutional |
natalie.phillips@investecmail.com | |
+27 21 416 1700 | |
Connect with me on LinkedIn |
Portfolio Manager
Portfolio Manager