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Discretionary Segregated Mandates
The Investec Wealth & Investment segregated portfolios encompass a range of different mandates across various asset classes and risk profiles. Each mandate targets specific objectives and investment strategies.
Equity mandates
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Long Term Growth Portfolio
Our flagship equity mandate is positioned to deliver capital and income growth over the medium to long term through investing in JSE-listed equities. The portfolio includes existing blue chip companies, emerging growth companies, and turnaround opportunities or cyclical shares at favourable valuations. We also offer a long-term growth strategy mandate including offshore opportunities through our World Axis Core Fund.
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Opportunities Portfolio
This is an unconstrained mandate, which may elect to invest in both Top 40 blue chip counters as well as small and mid-cap shares. Smaller shares are evaluated with potential returns balanced against liquidity. Each eligible security is assessed on a forward-looking metric encompassing its earnings estimate. This is done on a rolling two year forward basis, whilst applying an appropriate exit price earnings multiple, based on expectations of the trajectory of the margin cycle, all taking into account both company and industry specifics.
Yield and Capital Appreciation Mandates
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Progressive Yield Portfolio
The objective of the Progressive Yield Portfolio is to provide investors with a yield above the market average, along with growing levels of income, while protecting the real value of the capital invested. To achieve this objective, the portfolio can comprise of equities with high sustainable dividend yields, listed property, preference share and bonds.
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Listed Property Portfolio
This mandate aims to provide longer-term investors with a growing income stream that can translate into capital growth over time. It is a concentrated, high-conviction portfolio with the focus being on companies with excellent management teams, quality underlying assets and portfolios with income growth potential. Gearing can be applied to the portfolio.
Asset Allocation Mandates
Balanced Mandates are offered in the retirement space and are Regulation 28 compliant.
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Balanced High Equity Portfolio (Regulation 28 compliant)
This mandate complies with Regulation 28, meaning that up to 75% of the portfolio can be invested in equities. This mandate typically ranges between 65% to 70% in equities.
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Balanced Medium Equity Portfolio (Regulation 28 compliant)
This mandate complies with Regulation 28, meaning that up to 75% of the portfolio can be invested in equities. This moderate mandate allows a maximum of 65% in equities with the balance being in fixed income instruments. Typically, this portfolio ranges between 40% and 65% in equities.
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Balanced Low Equity Portfolio (Regulation 28 compliant)
This mandate complies with Regulation 28, meaning that up to 75% of the portfolio can be invested in equities. However, this mandate is more conservative, allowing a maximum of 40% in equities with the balance being in fixed income instruments.
Managed Mandates are also asset allocation mandates but are available using voluntary funds.
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Managed High Equity Portfolio
Equity exposure is typically limited to a range of 65%-75%, with the balance invested in fixed income assets to optimise after-tax yield prospects.
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Managed Medium Equity Portfolio
Equity exposure is typically limited to a range of 40%-65%, with the balance invested in fixed income assets to optimise after-tax yield prospects.
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Managed Low Equity Portfolio
Equity exposure is typically limited to below 40%, with the balance invested in other asset classes such as property, fixed income, cash and preference shares.
Offshore Mandate
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The Global Leaders Portfolio
The Global Leaders Portfolio is a discretionary offshore segregated mandate, domiciled in the United Kingdom. This is a collaboration between Investec Wealth & Investment South Africa and United Kingdom, which enables a South African investor to access offshore investments carefully selected by the investment manager in South Africa, in conjunction with the expertise provided by the Research Team and Investment Managers in the UK.
Global Leaders Portfolio PDF 1.66 MBGlobal Balanced Portfolio (USD) PDF 616.56 KBGlobal Growth Portfolio (USD) PDF 606.07 KBGlobal Leaders Funds PDF 1.57 MB
Offshore Collective Investment Schemes
The Investec World Axis Funds provide access to a wide range of specialist global investment managers, navigating and blending a wide universe of choices for the FSP’s client. The portfolios are a global fund of funds, actively managed both strategically and tactically. The structure is a protected cell company, and the funds are listed on the Channel Islands Stock Exchange.
The following funds are available:
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Investec World Axis: Cautious Fund
The Investec World Axis Cautious Fund provides exposure to global equities, bonds, property and cash. The long term strategic equity weighting is 30%. The portfolio is benchmarked against the Morningstar Cautious Allocation and the Internal Reference Benchmark is 30% MSCI World Index, 40% BARCAP Global Aggregate, 25% US dollar Libor, 5% FTSE/EPRA NAREIT Property Index.
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Investec World Axis: Core Fund
The Investec World Axis Core Fund provides exposure to global equities, bonds and cash. The long term strategic equity weighting is 60%. The portfolio is benchmarked against the Lipper Global Managed Average and the Internal Reference Benchmark is 60% MSCI World Index, 30% BARCAP Global Aggregate, 10% US$ Libor.
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Investec World Axis: Equity Fund
The Investec World Axis Equity Fund provides exposure to global equities. The portfolio is benchmarked against the Lipper Global Equity Average and the Internal Reference Benchmark is the MSCI World Index.
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Investec World Axis: Flexible Fund
The Investec World Axis Flexible Fund (“the Fund”) provides exposure to global equities, bonds, property, cash and - at times - alternative investments.
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