Core Fund solutions
Investec Diversified Income Fund
A complete, flexible fixed income solution with exposure to SA and foreign assets (maximum 30% foreign).
Investec Cautious Managed Fund
A conservative balanced fund for cautious investors (maximum 40% equity, 30% foreign).
Investec Opportunity Fund
A balanced fund which aims to deliver consistent inflation-beating returns over time (maximum 75% equity, 30% foreign).
Investec Equity Fund
An equity only fund for investors seeking capital growth over the long term (maximum 30% foreign).
Investec Worldwide Flexible Fund
The Investec Worldwide Flexible Fund may be ideal for South African investors seeking maximum flexibility and offshore opportunities. It is an unconstrained balanced fund, aiming to find the best investment ideas regardless of geography or asset class.
Investec Global Multi-Asset Income Fund (USD)
A multi-asset fund investing around the world in bonds, shares of companies and related derivatives. Normally the Fund will invest no more than 40% of its value in the shares of companies*. Also available as a rand feeder fund.
Investec Global Strategic Managed Fund (USD/GBP)
A multi-asset fund which aims to provide long-term total returns through investment in a diversified and actively managed portfolio. Maximum equity exposure of 75%. Also available as a rand feeder fund.
Investec Global Franchise Fund (USD/GBP)
The Fund will focus on stocks deemed to be of high quality which are typically associated with global brands or franchises. Also available as a rand feeder fund.
*This is an internal parameter which is subject to change without prior notification.