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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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Diversified Growth Fund

The Investec Diversified Growth Fund aims to provide investors with attractive real returns, seeking to achieve UK CPI +5%* p.a. gross of fees over the long term.

Why choose the Investec Diversified Growth Fund?

  • The Fund takes a modern approach to multi-asset investing, recognising that groups of asset classes can exhibit similar return characteristics
  • Dynamic and flexible asset allocation enables the Fund to invest across a globally diverse range of asset classes grouped together into Growth, Defensive and Uncorrelated baskets
  • Managed by Philip Saunders and Michael Spinks, co-Heads of Investec Asset Management’s Multi-Asset team, who have respectively 35 and 20 years’ investment experience

* This is an aim and not guaranteed. The value of investments can fall as well as rise and investors may get back less than they invested.

 

A modern approach to multi-asset investing

Events such as the global financial crisis have shown investors that in times of market stress correlations can increase with asset classes falling and rising together. This can reduce the benefits of a multi-asset approach at a time when investors need it most.

By taking a modern approach to multi-asset investing, the Fund dynamically allocates across a diverse range of asset classes. And by considering how each asset class behaves we are able to group them together into three baskets: Growth, Defensive and Uncorrelated.

Exposure to each basket is achieved through a combination of our in-house strategies, direct investments, derivatives, passive investments and external funds. A tailored implementation approach allows us to select the most appropriate means of gaining exposure to an investment opportunity. 

A rigorous risk management framework aims to ensure the correct balance of risk across and within the asset class baskets in order for the Fund to meet its real return objectives.

For illustrative purposes. These internal investment parameters are subject to change without notification necessarily to investors.

Philip Saunders

Portfolio Manager

Michael Spinks

Portfolio Manager

Important information

Specific risks applicable to the Fund:

Default: There is a risk that the issuers of fixed income investments (e.g. bonds) may not be able to meet interest payments nor repay the money they have borrowed. The worse the credit quality of the issuer, the greater the risk of default and therefore investment loss.
Derivative counterparty: A counterparty to a derivative transaction may fail to meet its obligations to the Fund thereby leading to financial loss.
Derivatives: The use of derivatives may increase the overall risk in the Fund by multiplying the effect of both gains and losses. This may lead to large changes in the value of the Fund and potentially 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 Fund is subject to possible financial losses in multiple markets and may underperform more focused funds.
Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed. 

All information provided is as at 30.09.17, unless otherwise stated. Michael Spinks became co-portfolio manager of this Fund on 14.05.13.

Dynamic Planner ® is a registered trademark of Distribution Technology, please visit www.distributiontechnology.com for more details. Fund ratings may be provided by independent rating agencies based on a range of investment criteria, and do not constitute investment adviceby Investec Asset Management.

The value of this investment, and any income generated from it, will be affected by changes in interest rates, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which it invests. The Fund’s investment objective will not necessarily be achieved and investors are not certain to make profits; losses may be made. Past performance is not a reliable indicator of future results. The Fund may invest more than 35%of its assets in securities issued or guaranteed by an EEA state.

All the information contained in this communication is believed to be reliable but may be inaccurate or incomplete. Any opinions stated arehonestly 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.

This communication is provided for general information only. It is not an invitation to make an investment nor does it constitute an offer for sale. 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 domiciled in the UK. This communication should not be distributed to private customers who are resident in countries where the Fund is not registered for sale or in any other circumstances where its distribution is not authorised or is unlawful. Please visit www.investecassetmanagement.com/registrations to check registrations by country.