This section of our website is for Financial Advisers
This page and the others in this section are only appropriate for Financial Advisers or IFAs and are not suitable for individual investors. If you are an individual, or private investor, please visit our Private Client Wealth Management section.
By proceeding via the button below, you confirm that you have read and agreed to the Investec.com terms and conditions and you are not a US person.
Useful documents and downloads for IFAs and paraplanners
Discretionary Fund Management
BrochuresA detailed breakdown of how we manage investment mandates, and the asset allocation based on each risk profile PDF
ARC performance updatesARC Factsheet – Balanced PDFARC Factsheet – Balanced since inception PDFARC Factsheet – Cautious PDFARC Factsheet – Cautious since inception PDFARC Factsheet – Equity Risk PDFARC Factsheet – Equity Risk since inception PDFARC Factsheet – Steady Growth PDFARC Factsheet – Steady Growth since inception PDF
Value AssessmentDiscretionary Fund Management Target Market and Value Statement PDF
AIM Portfolio IHT Plan
Rate cardAIM Portfolio IHT Plan charges and fees PDF
Quarterly factsheetsAIM Portfolio IHT Plan Factsheet PDF
Read or listen to our latest quarterly review of the portfolio and wider AIM market.
Value AssessmentAIM Portfolio IHT Plan Target Market and Value Statement PDF
MPS on Platforms
Risk Mapping SummaryRisk Mapping Strategy document PDF
Value AssessmentMPS on Platforms Target Market and Value Statement PDF
Quarterly portfolio updates
Access our quarterly reports and video updates below.
Catch-up on previous updatesBalanced Portfolio Quarterly Report PDFCautious Plus Portfolio Quarterly Report PDFGrowth Portfolio Quarterly Report PDFIncome Portfolio Quarterly Report PDFSustainable Balanced Portfolio Quarterly Report PDFSustainable Growth Portfolio Quarterly Report PDF
Past performance is not an indicator of future performance. The value of investments and the income derived from them may go down as well as up and you may not necessarily get back the amount you invested.
Investec Bank plc (Reg. no. 489604) is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered at 30 Gresham Street, London EC2V 7QP.
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.