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Fund Overview
- Has a strong focus on capital preservation and absolute returns through active asset allocation and stock selection decisions
- Aims to outperform inflation by 6% p.a. over a rolling three to five year period
- May invest up to 25% offshore
- Typical equity asset allocation range 40% - 75%
- Is suitable for retirement savings
Creating Wealth
Since inception, the fund has beaten inflation with much lower volatility than the FTSE/JSE All Share Index, despite being a fund that is invested across equities, bonds and cash.
What would you have if you had invested R10 000 10 years ago (June 2000 - June 2011)?
Preserving Wealth
If you had invested in the Investec Opportunity Fund in May 2008, the peak of the SA equity market, the fund would have returned 22.3% to the end of June 2011. Over the same period the SA equity market gained 6.2%.
Managing Risk
The Investec Opportunity Fund provides equity-like returns with significantly less risk as can be seen in the chart below which details annualised returns for 10 years to 30 June 2011.
Why invest in the Investec Opportunity Fund?
- A 14 year track record of delivering consistent top quartile returns
- It is an equity centric fund that has produced excellent real returns, regardless of the direction of the market
- A tried and tested philosophy and 'common sense' approach to investing
- Aims to preserve wealth by managing downside risk
- Diversification across asset classes
10 Year Cumulative Returns
What would you have if you had invested R10 000 10 years ago (June 2000 - June 2011)?
Key Facts
- Portfolio manager: Clyde Rossouw
- Launch date: 1 May 1997
- Sector: Domestic AA Flexible
- Size of fund: 20.2 billion
- Target return: Headline CPI +6% pa (under current market conditions) measured net of fees over 3 to 5 years
- Minimum Investment: R10 000 lump sum or R500 monthly debit order
Performance
| Cumulative Returns | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception |
| Investec Opportunity Fund R | 11.1% | 32.4% | 75.0% | 377.2% | 1,193.2% |
| Sector | 10.1% | 23.8% | 55.2% | 270.5% | 613.4% |
| Headline CPI | 5.1% | 16.2% | 39.5% | 75.5% | 124.7% |
Headline CPI (For all Urban areas) but CPIX for periods before 1/01/2009, lagged by a month.
Returns to 30 June 2011
Source: Investec Asset Management, Morningstar, NAV-NAV, Gross Income Reinvested.
How to Invest
FICA documents
Please note that you can deposit funds into your Investec Unit Trust prior to Investec Asset Management receiving the required FICA documents. (However, you may not access your funds until Investec Asset Management has received your FICA documents). The requisite FICA documents comprise the following:- ID Copy or drivers licence or Passport (if foreign)
- Proof of Address
- Cancelled cheque / bank statement bearing the logo of the bank as proof of the bank details in the name of the individual.