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Out of the ordinary

A leading international Bank and Wealth Manager

Delivering enhanced investment solutions

Out of the Ordinary Investment Strategies for Latin America

At Investec Investment Management (“Investec”), we are committed to delivering exceptional investment solutions tailored to the evolving needs of the Latin American region. Our approach leverages our global expertise and local insight to elevate core investment strategies, with a particular focus on multimanager funds.*

With deep industry knowledge and a strong commitment to excellence, we aim to unlock the full potential of your investments. Our solutions are designed to enhance performance, improve diversification, and broaden access to a range of compelling investment opportunities.

Our longest running multi-asset fund has close to 20 years of performance history and many of its funds are recognised as top quartile performers across the three, five, and 10-year reporting periods. Over and above that, Investec Wealth & Investment International has a 30-year track record of successfully looking after high net worth clients’ investments across multiple jurisdictions including South Africa, United Kingdom, Switzerland, Mauritius, and Guernsey.

*Important: These funds are not available to South African clients, as they are not approved collective investment schemes in South Africa. Section 65 of South Africa's Collective Investment Schemes Control Act (CISCA) prohibits the marketing and sale of foreign collective investment schemes to South African investors unless they are approved by the Financial Sector Conduct Authority (FSCA). This means that foreign funds cannot be actively marketed or sold, and information about them can only be shared in response to a direct request from an investor.


 

What we offer

Our approach

We manage a suite of core investment strategies – Cautious, Balanced, Dynamic, and Global Trends – tailored to meet the varying risk profiles and growth objectives of our clients.
Investec Multi-Asset Cautious Fund
Multi-Asset Low Equity Fund of Funds Solution
More about Multi-Asset Cautious
Investec Multi-Asset Balanced Fund
Multi-Asset Moderate Equity Fund of Funds Solution
More about Multi-Asset Balanced
Investec Multi-Asset Dynamic Fund
Multi-Asset High Equity Fund of Funds Solution
More about Multi-Asset Dynamic
Investec Global Trends Fund
Multi-Asset High Equity Fund of Funds Solution
More about Global Trends
Investec Multi-Asset Cautious Fund
Multi-Asset Low Equity Fund of Funds Solution
More about Multi-Asset Cautious
Investec Multi-Asset Balanced Fund
Multi-Asset Moderate Equity Fund of Funds Solution
More about Multi-Asset Balanced
Investec Multi-Asset Dynamic Fund
Multi-Asset High Equity Fund of Funds Solution
More about Multi-Asset Dynamic
Investec Global Trends Fund
Multi-Asset High Equity Fund of Funds Solution
More about Global Trends

Enhanced portfolio solutions

Benefit from the combined expertise and innovative Fund of Funds offerings, and tailor portfolio solutions more effectively based on your clients' specific needs.

Niche market focus

Shift advisor focus to holistic financial planning, offering personalised consulting, including financial planning and tax optimisation.

Combined investment research

Access the combined research resources and insights, enhancing your investment analysis capabilities and improving client communication.
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Enhanced portfolio solutions

Benefit from the combined expertise and innovative Fund of Funds offerings, and tailor portfolio solutions more effectively based on your clients' specific needs.

Niche market focus

Shift advisor focus to holistic financial planning, offering personalised consulting, including financial planning and tax optimisation.

Combined investment research

Access the combined research resources and insights, enhancing your investment analysis capabilities and improving client communication.

Proven track record and access to Investec’s global investment team

Specialized expertise in managing fund-of-funds strategies

Optimisation of asset allocation across various strategies

Access to unique fund managers that are not currently present in the Latin American market

Economy of scale

Implementation of a robust investment process

Previous
Previous

Proven track record and access to Investec’s global investment team

Specialized expertise in managing fund-of-funds strategies

Optimisation of asset allocation across various strategies

Access to unique fund managers that are not currently present in the Latin American market

Economy of scale

Implementation of a robust investment process

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Our Investment Philosophy

The key principle of our investment philosophy is to uncomplicate investments – to identify the few super-drivers and call them right. We believe in long-term, patient investors who prioritize investing with people, not systems or spreadsheets. We view risk holistically, understanding that it cannot be adequately quantified by numbers alone. We consistently ask, "Does this make sense?" to ensure sound and rational investment decisions. We also seek hidden gems in the global investment industry, often partnering with specialist or boutique investment managers. This approach allows us to deliver value and growth for our clients.

 

portfolio manager
Ryan Friedman, Head of Multi-Asset Investments, Investec Investment Management

Investec's global perspective means you benefit from an investment strategy that draws on the input of professionals both locally and abroad. Through this process, they determine the overall amount of risk we take. This guides our asset allocation which we then combine with our fund manager selection.

Insights from our investment team

Tune into Macro Monday, our weekly 10-minute macroeconomic update with Chris Holdsworth.