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Investment views

Awards recognise offshore success

1 March 2018

We are pleased to announce that the Investec Global Strategic Equity Fund won the award for Best Global Equity Fund at the Morningstar South Africa Fund Awards hosted in Cape Town on 28 Febuary. Our fund beat the Orbis Global Equity Fund to take the top spot, based on its ability to add the most value for investors within the context of its peer group in 2017 and over longer time periods. Morningstar selects the finalists using a quantitative methodology with a qualitative overlay that considers the one-, three-, and five-year performance history of all eligible funds.

This accolade follows the Raging Bull Awards hosted earlier this year, in which Investec Asset Management won the coveted Best Offshore Management Company of the Year alongside Nedgroup Investments. The Raging Bull Awards celebrate SA’s top unit trust performers and the offshore award recognises the unit trust company that has the ‘most impressive and most consistent overall performance’ across their entire suite of offshore funds, taking into account all factors including performance, risk management and consistency.

In addition to this win, Gail Daniel added another two awards for the Investec Managed Fund to her trove of trophies over the years – one for top straight performance by a multi-asset high equity fund over three years and the other for the top risk-adjusted performance over three and five years in this category. Last year, the Investec Managed Fund won a special award recognising its outstanding 21-year track record and in 2016 it was similarly rewarded as the top-performing multi-asset high equity fund over two decades.


“The offshore awards acknowledges the hard work we have put into developing a globally integrated and competitive investment team. We are truly in a unique position to offer our clients a compelling range of both domestic and offshore funds, ultimately making them the biggest winners,” said Sangeeth Sewnath, Deputy MD.



Important information

The full details and basis of the awards, affirmed on 01.02.18 and 28.02.18, are available on request.

Collective investment scheme funds are generally medium to long-term investments and the manager, Investec Fund Managers SA (RF) (Pty) Ltd, gives no guarantee with respect to the capital or the return of the fund. Past performance is not necessarily a guide to future performance. The value of participatory interests (units) may go down as well as up. Funds are traded at ruling prices and can engage in borrowing, up to 10% of fund net asset value to bridge insufficient liquidity, and scrip lending. A schedule of charges, fees and advisor fees is available on request from the Manager which is registered under the Collective Investment Schemes Control Act. Additional advisor fees may be paid and if so, are subject to the relevant FAIS disclosure requirements. Investec Global Strategic Equity Fund is a sub-fund in the Investec Global Strategy Fund, 49 Avenue J.F. Kennedy, L-1855 Luxembourg, Grand Duchy of Luxembourg, and is approved under the Collective Investment Schemes Control Act.

Investec Asset Management (Pty) Ltd (“Investec”) is an authorised financial services provider.


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