The portfolio aims to preserve capital, but provide returns in excess of that offered by a traditional money market portfolio. The mandate is, however, more flexible and the average portfolio duration will be longer than that of traditional money market portfolios.

The unit trust portfolio is suitable for investors who require specific exposure to financial sector shares as part of their overall investment strategy, with maximum capital appreciation as their primary goal over the long term.

Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives.  Due to its specialist nature, the portfolio will typically display higher volatility than a general equity unit trust portfolio.

The unit trust portfolio is suitable for investors who require specific exposure to small- and mid-cap sector shares as part of their overall investment strategy, with maximum capital appreciation as their primary goal over the long term.

Investors should have a higher tolerance for short-term market volatility in order to achieve long-term objectives. Due to its specialist nature, the portfolio will typically display higher volatility than a general equity unit trust portfolio.

The portfolio is suitable for conservative investors requiring a reasonable level of capital protection, with the potential for capital growth through a low exposure to equity markets relative to the average prudential portfolio and aims to provide low cost exposure to a range of local and global asset classes. The portfolio complies with Regulation 28 of the South African Pension Funds Act.

The portfolio tracks a custom benchmark which consists of a range of local and global asset classes. The local asset classes follow tailored indices to provide prudent, balanced and low cost exposure to their respective investment universes. Global exposure is achieved by investing in the Nedgroup Investments Core Global Fund. The portfolio’s asset allocation is rebalanced periodically when weightings fall outside the target range. The underlying tailored indices are rebalanced quarterly in as cost-effective manner as possible.

The portfolio is suitable for investors requiring moderate capital growth and aims to provide low cost exposure to a range of local and global asset classes. Diversification across all asset classes helps to reduce risk and volatility relative to a general equity portfolio. The portfolio complies with Regulation 28 of the South African Pension Funds Act.

The portfolio tracks a custom benchmark which consists of a range of local and global asset classes. The local asset classes follow tailored indices to provide prudent, balanced and low cost exposure to their respective investment universes. Global exposure is achieved by investing in the Nedgroup Investments Core Global Fund.

The portfolio’s asset allocation is rebalanced periodically when weightings fall outside the target range. The underlying tailored indices are rebalanced quarterly in as cost-effective manner as possible.

The unit trust portfolio is suitable for investors requiring an ongoing high level of income from their investment capital, or who require specific exposure to the South African bond market as part of their overall investment strategy. The portfolio typically displays higher volatility than a money market portfolio, but significantly lower volatility than a general equity or balanced unit trust portfolio.

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 Investec’s proprietary 4Factor™ investment process.

The Fund aims to provide capital growth. The secondary aim is to provide a reasonable level of income. It is a feeder fund whose underlying fund invests primarily in international equity securities (e.g. company shares) listed on recognised stock exchanges