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Investec Managed Fund

Investment objective

The Investec Managed Fund aims to provide investors with stable growth of capital over the long term. The objective is to achieve returns well in excess of the fund’s peer group average, measured over three to five year periods.

Strategy

The fund invests in a mix of South African equities, bonds and money market instruments, as well as international equity and fixed interest investments. Regulation 28 currently limits equity exposure to 75% of the fund (90% with listed property) and international exposure to 25% (for retirement funds exempted from the 15% limit). The allocation of assets is actively managed with a strong bias towards equities.

Fund features

  • Consistent top quartile returns
  • A balanced fund for investors who don’t want to actively manage their own asset allocation
  • Flexible investment style and stock selection process
  • Compliant with Regulation 28 of the Pension Funds Act, therefore suitable for retirement funds

Literature