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Investec Asset Management

 

Our story

Investec Asset Management provides investment products and services to institutions, advisory clients and individuals. Our clients include pension funds, central banks, sovereign wealth funds, insurers, foundations, financial advisers and individual investors.

It all began in South Africa in 1991. We were a small start-up offering domestic strategies in an emerging market. Over two decades of growth later and we’re an international business managing approximately $114 billion* for clients based all over the world.

*As at 31.12.16

Focus fund update

Investec UK Alpha Fund

A core UK equity fund, it seeks outperformance of 3-5% per annum above the FTSE All-Share Index through investing in a high-conviction portfolio of attractively valued, quality businesses

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Fund commentary


Diversified Income Fund

A defensive return fund aiming to provide an attractive level of income with growth over the long term, through an actively managed defensive portfolio. It targets an attractive, sustainable yield of 4-6% p.a. with less than half the volatility of equities.*

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Fund commentary


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.

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Fund commentary

 

Latest content

As we move into the second half of 2018, our fund managers discuss what the remainder of 2018 has in store for UK investors and how they’re approaching the risks and opportunities facing markets.

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Geopolitical landscape

Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?

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Risks: Part 1

If bond yields move higher, is this the first domino to go?

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Risks: Part 2

Are we in the most hated bull market of all time?

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Opportunities

Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.

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Investec Cautious Managed Fund - blends out of favour equities for growth with complementary asset seeking to dampen volatility

Video | Q2 2018 portfolio manager update

Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the second quarter of 2018.

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Investec UK Alpha Fund - a core UK equity fund focused on attractively values, quality businesses

Video | Q2 2018 portfolio manager update

Watch Portfolio Manager Simon Brazier’s update on the Fund covering the second quarter of 2018.

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Investec Diversified Income Fund - can be used as a defensive alternative or a source of income

Video | Q2 2018 portfolio manager update

Watch Portfolio Manager John Stopford’s update on the Fund covering the second quarter of 2018.

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Investec Multi Asset Protector Fund - aiming to deliver attractive returns with downside protection

Video | Q2 2018 portfolio manager update

Watch Portfolio Manager Iain Cunningham’s update on the Fund covering the second quarter of 2018.

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Going beyond diversification

'Defensification' is the holistic investment approach to defensive returns that we apply to the Investec Diversified Income Fund.

 

What lies beneath 'true' diversification?

Chapter 2 of Investec Asset Management’s Guide to Defensification see the managers behind the Investec Diversified Income Fund continue to provide insight around their approach to running this defensive return fund.

 

Quality Investing

Investec’s Quality Funds seek to provide sustainable long-term outcomes for investors by investing in world leading companies with sustainable competitive advantages. Investors can access Investec’s Quality investment opportunity through UK and Global growth and income funds.
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