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Investec Cautious Managed Fund

A multi-asset fund for the cautious investor

The Investec Cautious Managed Fund is the ideal unit trust for investors with a low to moderate risk profile requiring income and capital growth over the medium term. The objective is to achieve returns in excess of the fund’s peer group average, measured over three to five year periods.

What are the benefits of investing in this fund?

  • Competitive returns at low levels of risk, over three to five year periods.  
  • Suitable as a core portfolio holding around which more aggressive investments can be added
  • Low equity weighting limits downside risk
  • Lower volatility than traditional multi-asset funds
  • A value-based, contrarian approach to stock selection reduces the equity downside risk
  • Complies with all the prudential requirements, making it suitable for most retirement fund clients

Investment strategy

The Investec Cautious Managed Fund invests in a mix of assets such as equities, cash, property and bonds. The fund may also invest in offshore assets, providing further diversification opportunities. The exposure to offshore assets is currently limited to a maximum of 25% of the portfolio. Equity returns tend to be volatile and the equity weighting is currently limited to a maximum of 40% of the portfolio. The low equity weighting helps to limit negative returns, but at the same time investors can benefit from equity market strength.

Investment objective

The Investec Cautious Managed Fund aims to grow income and capital over the medium term. The objective is to achieve returns in excess of the fund’s peer group average, measured over three to five year periods.

Who should invest?

  • Cautious investors wishing to invest in a multi-asset fund
  • Investors who require limited exposure to the equity market
  • Investors approaching retirement or those who are already retired
  • Living annuity investors requiring an income
  • Investors who have a low to moderate risk profile with a medium- to long-term investment horizon
  • Investors needing income and capital growth at low risk of capital loss