Our Investments
| Investment Name | Type | Risk | Time Horizon | ||
|---|---|---|---|---|---|
| Investec Worldwide Equity Feeder Fund | Unit Trust | Medium high | 03 to 50 years |  |
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| Investec Opportunity Fund | Unit Trust | Medium | 03 to 50 years | |
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| Stanlib Balanced Fund | Unit Trust | High, Medium high | 05 to 50 years | |
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| Nedgroup Investments Value Fund | Unit Trust | Medium high | 05 to 50 years | |
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| Nedgroup Investments Global Flexible Feeder Fund | Unit Trust | Medium | 03 to 50 years | |
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| Nedgroup Investments Global Equity Feeder Fund | Unit Trust | Medium high | 05 to 50 years | |
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| Investec Value Fund | Unit Trust | Medium high | 07 to 50 years | |
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| Investec Property Equity Fund | Unit Trust | Medium high | 07 to 50 years | |
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| Investec Money Market Fund | Unit Trust | Low, Low medium | 01 to 03 years | |
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| Investec Managed Fund | Unit Trust | Low medium, Medium | 04 to 50 years | |
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| Investec High Income Fund | Unit Trust | Low | 01 to 03 years | |
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| Investec Global Opportunity Income FoF | Unit Trust | Medium high | 05 to 50 years | |
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| Investec Global Opportunity Equity FoF | Unit Trust | Medium high | 05 to 50 years | |
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| Investec Equity Fund | Unit Trust | Medium high | 05 to 50 years | |
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| Investec Diversified Income Fund | Unit Trust | Low medium | 01 to 05 years | |
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| Investec Cautious Managed Fund | Unit Trust | Low medium | 03 to 10 years | |
We’ve queried our database of tax-free investments and selected ones that match your risk level and time horizon. So using the inputs you gave us on the previous page, we’ve queried our database for products that fit.
If you want to change your time horizon or risk tolerance, please use the investment picking tool again.
Click the i next to each investment for more information about it. You can also click on the “contact me” links to have subscribing investment providers contact you.
Investec Worldwide Equity Feeder Fund
The Investec Worldwide Equity Feeder Fund aims to provide capital growth. The secondary aim is to provide a reasonable level of income.
The Fund is a feeder fund whose underlying fund invests primarily in international equity securities (e.g. company shares) listed on recognised stock exchange.
This equity-only fund invests directly in our foreign-domiciled Investec Worldwide Equity Fund. It offers exposure to large and mid-cap stocks, with the majority listed in developed markets and uses our proprietary 4Factor™ investment process.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 11.00% | 16.10% |
| 3 Years | 22.10% | 23.50% |
Investec Opportunity Fund
The Investec Opportunity Fund aims to provide capital growth. It invests in equities (e.g. company shares), cash and bonds (contracts to repay borrowed money which typically pay interest at fixed times).
It manages its investments in these asset classes in an active and aggressive style and can invest up to 75% of its value in equities.
Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset).
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 13.40% | 7.00% |
| 3 Years | 12.20% | 5.60% |
Stanlib Balanced Fund
The Portfolio’s main objective is to generate a reasonable level of current income and capital growth for the investor. The portfolio will consist of a diversified spread of investments in securities and non-equity securities, in a manner which is similar to that usually employed by retirement schemes.
The investments in securities would include shares and preference shares, including property shares and property loan stock, listed on exchanges, non-equity securities and participatory interests of other collective investment schemes.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 7.81% | 8.93% |
| 3 Years | 9.81% | 12.67% |
Nedgroup Investments Value Fund
The portfolio is suitable for investors seeking exposure to the domestic equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a tolerance for short-term market volatility in order to achieve long-term objectives.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 1.80% | 2.40% |
| 3 Years | 9.80% | 10.20% |
Nedgroup Investments Global Flexible Feeder Fund
The Nedgroup Investments Global Flexible Feeder Fund is a single investment solution as it is a fully diversified global portfolio, offering diversity across regions, asset classes and currencies. Investors must be aware that this fund is subject to currency risk due to its offshore exposure.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 25.60% | 21.10% |
| 3 Years | 19.30% | 17.20% |
Nedgroup Investments Global Equity Feeder Fund
The Nedgroup Investments Global Equity Feeder Fund is a global equity unit trust portfolio that seeks to provide investors with long-term capital growth through active stock selection in offshore equity markets over the medium to long term. This portfolio is suitable for investors seeking exposure to global equity markets.
The portfolio will be subject to currency fluctuations due to its international exposure. A minimum of 85% of the portfolio’s assets will be invested offshore, with a minimum of 75% in equities at all times.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 26.60% | 20.10% |
| 3 Years | 22.70% | 18.80% |
Investec Value Fund
The Investec Value Fund aims to provide investors with capital growth over the long-term. The objective is to achieve returns well in excess of the FTSE/JSE All Share index, measured over three year periods.
The fund manager seeks value by selecting South African shares whose ratings are low relative to their historic performance, their earnings potential, their net asset value, or the ratings of other shares in the same sector. The fund also favours equities with attractive dividend yields and strong cash flows that are undervalued by the market.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 24.00% | 3.20% |
| 3 Years | 13.50% | 12.80% |
Investec Property Equity Fund
The Fund provides an actively managed exposure to the South African listed property sector, which is broadly underpinned by a tangible asset base. Potential diversification from both general equity and fixed income funds.
Offers long-term capital appreciation with the potential for a reasonably predictable, growing income stream. The Fund aims to provide a total return (the combination of income and capital growth) over the long term.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 10.20% | 9.40% |
| 3 Years | 16.10% | 15.50% |
Investec Money Market Fund
The Fund intends to deliver capital preservation with minimal volatility; returns are a function of interest and capital values, which could reduce in extreme cases. Highly liquid and designed for short-term investments. Seeks to provide lower volatility than traditional income and bond funds.
The Fund aims primarily to provide a high level of current income whilst maintaining capital preservation and liquidity (ability to convert investments to cash easily). A secondary aim is to provide capital growth.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 6.70% | 6.20% |
| 3 Years | 5.90% | 5.70% |
Investec Managed Fund
A balanced fund for investors who don’t want to actively manage their own asset allocation. Flexible investment style and stock selection process.
The Fund aims primarily for steady and stable total returns (the combination of income and capital growth). A secondary aim is to provide a reasonable level of current income.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 11.50% | 6.80% |
| 3 Years | 9.50% | 5.80% |
Investec High Income Fund
A specialist fixed-income fund which aims to deliver lower volatility than a traditional bond fund, it may be suitable for investors requiring income. The Fund aims primarily to provide a high level of income.
The secondary aim is to maximise total return (the combination of income and capital growth). The Fund invests primarily in high income bearing bonds (contracts to repay borrowed money which typically pay interest at fixed times), cash and other interest bearing securities (financial contracts evidencing ownership or debt).
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 7.40% | 6.80% |
| 3 Years | 6.30% | 6.10% |
Investec Global Opportunity Income FoF
The Investec Global Opportunity Income FoF offers access to our range of international money market, cash plus, currency and bond funds in a single fund. Funds are held in proportions that reflect our view on global fixed income markets. Actively managed to take advantage of different points in the interest rate cycle.
The Fund aims to provide a total return (the combination of income and capital growth). The Fund is a fund of funds that invests across global fixed income portfolios.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 14.2% | 28.4% |
| 3 Yeasrs | 11.0% | 18.2% |
Investec Global Opportunity Equity FoF
The Investec Global Opportunity Equity Fund of Funds aims to grow capital and income over the long term. The fund’s objective is to outperform the MSCI AC World Index.
This rand-denominated fund offers exposure to shares listed worldwide. International equity exposure is obtained by investing in a range of high quality international equity unit trust funds managed by Investec.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 17.1% | 25.7% |
| 3 Years | 25.7% | 31.2% |
Investec Equity Fund
The Investec Equity Fund aims to provide investors with capital growth over the long term. The objective is to achieve returns well in excess of the benchmark, measured over three year periods.
The fund is actively managed and invests in South African equities. The mandate is not restricted to any specific investment style. The investment strategy is underpinned by extensive research focusing on three sector groupings: resources, industrials and financials. The focus is predominantly on individual stock selection. However, macro-economic considerations such as interest rates and the performance of the rand also play an integral part in constructing the portfolio.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 7.20% | 6.30% |
| 3 Years | 16.10% | 12.00% |
Investec Diversified Income Fund
The Investec Diversified Income Fund is an actively managed, well diversified fixed income portfolio with multiple sources of return.
A global approach to fixed interest investing, capturing opportunities that South African and global fixed interest markets offer. The Fund aims to provide a high level of income while seeking opportunities to maximise capital growth.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 9.80% | 6.80% |
| 3 Years | 7.50% | 6.10% |
Investec Cautious Managed Fund
The Fund seeks capital preservation and absolute returns through active asset allocation. Low equity weighting limits drawdown and stock selection is oriented towards a quality approach seeking to deliver consistent performance through the business cycle.
The Fund aims to provide a total return (the combination of income and capital growth) which is higher than inflation over the medium term.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 12.00% | 6.80% |
| 3 Years | 10.00% | 5.80% |
