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Selected investment fund range

These funds have been pre-selected for medium and long-term investors who are saving for retirement, but who don’t actively want to manage their own allocation of assets. A portfolio manager decides how much should be invested in equities, bonds, property or cash depending on market conditions.

Investec Managed Fund

Volatility: Moderate
Stable growth of capital over the long term with the aim of achieving returns well in excess of the fund’s peer group average, measured over three to five year periods.
 Fund fact sheet   |  Investment commentary   |  Read more >

Investec Opportunity Fund

Volatility: Moderate
Strong focus on capital preservation with the objective of producing dependable, inflation-beating returns, measured over three to five year periods, while minimising downside risk.
 Fund fact sheet   |  Investment commentary   |  Read more >

Investec Cautious Managed Fund

Volatility: Low-moderate
Income and capital growth over the medium term with the aim of achieving returns in excess of the fund’s peer group average, measured over three to five year periods.
 Fund fact sheet   |  Investment commentary   |  Read more >

Get more information on our Advisor Range of Unit Trusts