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Tailored for investment professionals this site provides information on our products, strategies and services. Please remember capital is at risk and past performance is not a guide to the future.

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Published: October 2017

Quarterly update
Investec Cautious Managed Fund

Managed using a contrarian/value approach, the Fund blends undervalued, out-of-favour equities with complementary assets, seeking to dampen volatility and provide attractive risk-adjusted returns.* The Funds simple, transparent and proven approach has successfully steered it through many challenging environments.
Important Information

 

*This is an aim and is not guaranteed.

 

 

Important Information

General risks

The Fund’s investment objective will not necessarily be achieved and investors are not certain to make profits; losses may be made. Past performance should not be taken as a guide to the future. Performance would be lower had initial charges been included and will vary between different share classes dependent upon their applicable charges. If any currency differs from the investor's home currency, returns may increase or decrease as a result of currency fluctuations.

Specific fund risks

Currency exchange: Changes in the relative values of different currencies may adversely affect the value of investments and any related income.

Derivatives: The use of derivatives is not intended to increase the overall level of risk. However, the use of derivatives may still lead to large changes in value and includes the potential for large financial loss.

Interest rate: The value of fixed income investments (e.g. bonds) tends to decrease when interest rates and/or inflation rises.

Multi-asset investment: The portfolio is subject to possible financial losses in multiple markets and may underperform more focused portfolios.

 

This communication is not for general public distribution and is intended for discussion with institutional investors and financial advisors only. It is not an invitation to make an investment nor does it constitute an offer for sale.

All the information contained in this communication is believed to be reliable but may be inaccurate or incomplete. Any opinions stated are honestly held but are not guaranteed and should not be relied upon. This is not a buy, sell or hold recommendation for any particular security. The portfolio may change significantly over a short period of time.

The full documentation that should be considered before making an investment, including the Prospectus and Key Investor Information Documents, which set out the fund specific risks, is available from Investec Asset Management. The fund is a sub-fund of the Investec Funds Series i which is a UCITS incorporated in England and Wales as an investment company with variable capital.

Issued by Investec Asset Management, which is authorised and regulated by the Financial Conduct Authority, October 2017