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Welcome to the Adviser section of Investec.com. This page and the others in this section are only appropriate for Financial Advisers and are not suitable for individual investors. If you are an individual, or private investor, please visit our Private Client Wealth Management section.
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Access a choice of four diversified multi-asset funds that are actively managed by our investment management team.
Based on feedback from you and your clients, our funds offer three different risk ratings, ranging from Cautious (low to medium risk) to Growth (medium to high risk), as well as a medium-risk income fund.
Four funds designed for your clients' needs
The ES IW&I Cautious Fund is our low-to-medium risk fund. It is intended for those with an investment time horizon of at least three years, and who seek a return in the form of both capital growth (an increase in the value of their investments) and income.
The ES IW&I Balanced Fund is a medium risk fund. It is suitable for those with an investment horizon of at least five years, and who seek a return in the form of both capital growth and income.
The ES IW&I Income Fund is a medium risk fund. It is suitable for those with an investment time horizon of at least five years, and who seek to maximise return by way of income.
The ES IW&I Growth Fund is our medium-to-high risk fund. It is suitable for those with an investment time horizon of at least five years, and who seek a return in the form of capital growth rather than income.
How we manage the investments
Experts overseeing your clients' investments
Our investment committee, comprised of senior investment managers, investment specialists, and our research team, oversees the investment process and makes sure that we are drawing on the highest quality resources. In addition, our asset allocation committee is responsible for reviewing the exposure to the asset classes that we invest in.
Extensive research capacity
Our goal is to build well-balanced funds from the universe of assets. The size and skill of our research team allow us to undertake comprehensive due diligence on various asset classes such as bonds, equities, and collective investments, e.g. unit trusts. This due diligence is carried out with the support of a number of formal committees.
Risk-managed investment selection
In selecting investments, we take into account the expected risk and return from each asset class and a number of other factors. We have a formal monitoring process designed to ensure that concentration of risk is controlled (i.e. that we are not overinvested in any particular industry, asset class, etc.) and that the quality of each fund is appropriate to its objective.
Two ways to invest in the funds:
2. Using our Fund Service
The IW&I Fund Service is a simple-to-manage, cost-efficient way to invest your clients’ money with one all-inclusive fee. Some of the highlights include:
- No platform, bargain or commission charges
- Dedicated client service team
- Adviser Agreed Remuneration allowed
- Execution only - no investment advice provided
- GIAs, ISAs, Junior ISAs, simple Bare Trusts are available
Our guide provides your clients with all the information they need to know about how the Fund Service works, how the funds are managed, as well as fees and charges - download the brochure.
Ready to partner with us?
Simply complete this form and our team will get in touch.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.