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Investec iSelect

The Investec iSelect investment platform aims to provide solutions and benefits to financial advisers and clients alike by addressing three key issues:

  1. Quality: A focused range of quality funds
  2. Cost: A competitive, transparent and understandable pricing structure
  3. Simplicity: Superior service by harnessing the power of technology

Quality

Proven funds from select managers

iSelect has partnered with an independent firm of actuaries and consultants to ensure that we offer a quality range of funds, thereby providing peace of mind to advisers and clients. Leading management companies that have the right foundation to perform over the medium and long term have been selected to be part of the iSelect range. This range includes local and international funds, covering all risk profiles and asset classes.

Cost efficiency

A transparent and simple pricing structure

No initial product fees and a simple flat annual administration fee makes iSelect one of the most cost effective investments available. In addition, the funds on iSelect have undertaken to refund all or part of the annual administration fee.

View the full range of iSelect funds >

Simplicity

Doing business with iSelect is easy

We recognise that you need reliable investment partners who can make investing easier by providing accurate information and delivering quick turnaround times. By utilising the best available technology, iSelect offers you superior service by providing you access to the following:

  • Online application forms
    Filling in an application form has never been easier with iSelect’s web-based application forms. A simplified application process empowers you to transact in a manner that is convenient and saves time. By using our secure website you will easily be able to ascertain if an application has been processed or not.
  • Investment calculator
    We recognise that no two clients are the same. This highly interactive tool helps you to identify your investment needs and to choose the funds that best meet your needs, given your risk profile and investment objectives.
  • Online client statements
    Investors enjoy the convenience of receiving statements by e-mail. You also have access to a host of information including your asset allocation breakdown of your funds to details about the cost of funds such as total expense ratios. Our online facilities enable you to also view your statements at your leisure as well as transact online.
  • Online client correspondence
    A copy of all client correspondence is saved on our secure website, making it easy and convenient for you to view.

Summary of the Investec iSelect Investment Platform

Click on the image below to view the full PDF summarising products available on the iSelect Investment Platform:

Investec iSelect Portfolio products