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Investec Equity Fund
Investment objective
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 FTSE/JSE All Share Index, measured over three year periods.
Strategy
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.
Fund features
- Flexible investment style and stock selection process
- An equity only fund for investors seeking capital growth over the long term
Literature
Adrian de Fay Podcast - Cautiously Optimistic
Adrian de Fay portfolio manager of the Investec Equity fund (since September 2009) chats to Lindsay Williams about his cautious optimism towards equity markets, as well as the stocks that have contributed to the fund being in the top 10% of general equity funds for the year to date (to 30 June 2011).
With more than 28 years of international portfolio management experience, Adrian understands that global macroeconomic trends influence capital flows, which drive share prices. The key is to sieve through the noise, identify the key macro-trends and construct a portfolio which will benefit as these trends unfold over time..
To listen, click here.