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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

 

Income Thinking

In this series of viewpoints, we consider the key ways to deliver a coherent and holistic defensive return strategy. With these in mind, we believe, investors can improve their portfolio’s ability to withstand losses and compound gains in order to meet their desired outcome.


Issue 1 - The importance of building resilient portfolios from the bottom-up


Issue 2 - Structurally diversifying sources of risk


Issue 3 - A focus on limiting downside risks

 

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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Viewpoint: Assessing the valuation of Quality stocks

We have seen a significant re-rating of equity markets and, in particular, of perceived quality stocks in the aftermath of the financial crisis. The P/E ratio is often used by investors as evidence of this, using consumer staples as a proxy for quality.


Viewpoint: Finding self-help opportunities in a low growth world

In the challenging market conditions we are currently experiencing, we believe stock selection is critical. Those companies able to grow in a low growth world, and those companies with the ability to improve performance through self-help and restructuring measures, are those most likely to succeed from here.