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Portfolio Management

The discretionary portfolio management offering is suitable for high net-worth individuals, small- to medium-sized charitable institutions, educational trusts and retirement funds with a minimum of R1 million to invest.

The discretionary mandate means that we make active investment decisions on behalf of our clients without referral or consultation prior to transacting, in accordance with an agreed investment strategy.

The discretionary investment process is subject to strict risk management controls and continuous review by our portfolio managers and national investment committee.

Within the discretionary portfolio management service, we offer a range of solutions aligned to achieving capital growth, an income requirement or a combination thereof. Clients may elect to have their assets managed within a global or purely South African context.

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Article from Investec: http://www.investec.com/en_za/home/individual_clients/private_client_securities/portfolio_management.html

Published: 19 June 2009

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