FAQ

What is Investec’s mission statement?
What are Investec’s core areas of activity?
When is Investec next announcing financial results?
What exchange does Investec trade on and what is its ticker symbol?
When did Investec list on the Johannesburg Stock Exchange?
When did Investec list on the London Stock Exchange?
What is the Dual Listed Companies (“DLC”) structure?
What was the rationale for the London listing?
What is Investec’s strategy with regard to acquisitions?
Where can I find information about Investec’s history?
What percentage of Investec stock is owned by employees?
How do you calculate Investec’s market capitalisation?
How many shares does Investec currently have in issue?
When does Investec pay its final and interim dividend?
What is Investec’s average beta over the past year?
Who is Investec’s independent auditor?
What are Investec’s credit ratings?
Where can I find information about Investec's approach to sustainable development?
What is Investec's positioning in terms of the Financial Sector Charter?
Who are the analysts following Investec?
 

What is Investec’s mission statement?

“We strive to be a distinctive specialist bank and asset manager, driven by commitment to our core philosophies and values”.

This principally implies:

• A deep belief that our culture and values are a distinct source of competitive advantage.
• A specialised and focused approach:
  • We are not all things to all people
  • We focus on serving select market niches where we can compete effectively.
  • We focus on enhancing and expanding our position in our five principal businesses.
  • We are careful with choice of product within particular geographies.

What are Investec’s core areas of activity?

Investec’s principal areas of business are:

• Asset Management
• Private Wealth
• Property Activities
• Private Banking
• Investment Banking
• Capital Markets

When is Investec next announcing financial results?

We hosted an investor pre-close briefing on 16 September 2010 and will report on our results for the six months ending 30 September 2010 on 18 November 2010.

What exchange does Investec trade on and what is its ticker symbol?

Investec Limited has a primary listing on the Johannesburg Securities Exchange (JSE) under the symbol INL. Investec plc has a primary listing on the London Stock Exchange under the symbol INVP and a secondary listing on the JSE under the symbol INP.

When did Investec list on the Johannesburg Stock Exchange?

Investec listed on the Johannesburg Securities Exchange in 1986.

When did Investec list on the London Stock Exchange?

In July 2002 Investec became the first South African group to list in London and Johannesburg by implementing a dual listed companies structure.

What is the Dual Listed Companies (“DLC”) structure?

A DLC is an arrangement by which two separately listed legal entities are combined into a single economic enterprise through contractual arrangements and provisions in the constitutions of the two entities. Shareholders effectively have economic and voting rights as if they held shares in a single company.

What was the rationale for the London listing?

Central to achieving Investec’s mission at the time to become one of the world’s leading specialist banking and asset manager groups, the group sought to obtain a listing on the London Stock Exchange (LSE).

The London listing should therefore benefit the group by increasing its global profile, enhancing its capital raising ability and improving access to international capital markets. This will, in turn, enhance Investec’s ability to grow and develop its Southern African and other businesses.

What is Investec’s strategy with regard to acquisitions?

In areas where we already have significant scale, we are concentrating on organic growth through:

• Building third party assets under management.
• Building loan portfolio
• Capturing deal flow

In other areas, we carefully evaluate and consider "bolt-on" acquisitions that expand the position of our core businesses and deliver competitive advantages quickly and efficiently.

Where can I find information about Investec’s history?

View Investec's History

What percentage of Investec stock is owned by employees?

Employee's holdings of Investec shares represent approximately 16% of the company's total shares.

How do you calculate Investec’s market capitalisation?

Please refer to the table below for Investec’s market capitalisation calculation as at 31 March 2010.

* Market capitalisation is defined as the number of shares in issue, multiplied by the closing share price.
**In calculating market capitalisation, the LSE only include the shares in issue for Investec plc as Investec Limited is not incorporated in the UK. The JSE, however, have agreed to include the total number of shares in issue (i.e. the combined number for Investec Limited and Investec plc) for this calculation.

How many shares does Investec currently have in issue?

Investec plc has 471.1 million shares in issue and Investec Limited has 269.8 million shares in issue resulting in a total number of shares in issue for the group of 740.9 million.

When does Investec pay its final and interim dividend?

Investec’s year-end dividend payment will be paid in August 2010 and the Interim dividend will be paid in December 2010.

What is Investec’s average beta over the past year?

Investec’s average beta over the past year is 1.03.

Who is Investec’s independent auditor?

Ernst & Young and KMPG Inc are Investec’s independent auditors.

What are Investec’s credit ratings?

Visit the credit ratings page.

Where can I find information about Investec's approach to sustainable development?

Investec believes that there needs to be a balance between economic imperatives, the needs of society and their combined impact on the environment. Visit the OBR website

What is Investec's positioning in terms of the Financial Sector Charter?

Visit the FSC page for an analysis of Investec's positioning in terms of the Financial Sector Charter.

Who are the analysts following Investec?

Visit our analyst coverage page.