Share portfolio management for intermediaries

An investment solution for all your clients' needs

Share portfolio management for intermediaries
Share portfolio management for intermediaries

We handle the management of shares and multi-asset class mandates, both domestic and international, to help you realise your clients’ investment goals.

A broad, transparent offering

We have a wide range of equity and multi-asset class (including regulation 28 compliant) segregated mandates, tailor-made for your clients based on their specific needs. Whether using voluntary or retirement savings, portfolios are transparent and are offered via asset management platforms and directly.

Research-driven decision making

Our portfolio managers and analysts have thorough local and international market and industry experience. Investment decisions are based on analysis of in-depth research. Our assumptions are tested against contrary views – all for your clients’ benefit.

A global investment process

Our rigorous investment process draws on our expertise in the UK, South Africa, Ireland and Switzerland. A global strategy team determines the overall positioning and how much risk we take on, while regional asset allocation teams determine the best mix of asset classes and sectors.

Browse our actively managed portfolios and funds for intermediaries and their clients

Domestic Investments

Long-Term Growth Portfolio PDF 275.3 KB
Managed High Equity Portfolio PDF 535.59 KB
Managed High Equity Portfolio with Offshore PDF 611.34 KB
Managed Medium Equity Portfolio PDF 510.07 KB
Managed Medium Equity Portfolio with Offshore PDF 610.96 KB
Managed Low Equity Portfolio PDF 504.36 KB
Managed Low Equity Portfolio with Offshore PDF 601.96 KB
Progressive Yield Portfolio PDF 582.55 KB
Opportunities Portfolio PDF 533.37 KB
Large Bank Dividend Portfolio PDF 177.87 KB
Listed Property Portfolio PDF 203.96 KB
Investec Stable Portfolio for Charities PDF 501.17 KB
Investec Growth Portfolio for Charities PDF 507.62 KB

Offshore Investments

Global Balanced Portfolio (USD) PDF 594.3 KB
Global Growth Portfolio (USD) PDF 629.79 KB
Global Leaders Portfolio PDF 335.02 KB
Cautious Fund PDF 674.15 KB
Core Fund PDF 1.08 MB
Flexible Fund PDF 1.02 MB
Global Equity Fund PDF 986.37 KB
Global Leaders Fund PDF 655.53 KB

Retirement Portfolio

Retirement High Equity Portfolio PDF 523.58 KB
Retirement High Equity Portfolio including Offshore PDF 559.98 KB
Retirement Medium Equity Portfolio PDF 505.25 KB
Retirement Medium Equity Portfolio including Offshore PDF 608.17 KB
Retirement Low Equity Portfolio PDF 498.35 KB
Retirement Low Equity Portfolio including Offshore PDF 549.14 KB

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Ewan Naude quote pic
Ewan Naude, Intermediary Services head

We focus on delivering excellent performance on your clients’ share portfolios so you can focus on your service to them.

OVER 100 YEARS’
total experience of the South African Investment Team
Service built around you and your clients

The service you give your clients is key to your success. We offer you our full support, whether in generating returns or keeping you up to date when it comes to strategy and portfolio changes – all so you can focus on giving the best service to your clients.

 

Scale and experience

 

As the largest private client manager in South Africa and one of the largest in the UK, you will  benefit from our scale and experience across different geographies, combined with access to expert local and global perspectives.

R1m

minimum investment

R322bn

total South African assets under management

£36bn

total UK, European and Asian assets under management

Actively managing your portfolio

Active investing enables you to take advantage of investment opportunities as they arise. This is how we can deliver benchmark-beating returns.

The importance of diversification

A well-diversified portfolio is one of the best ways to protect against shocks in global markets. This is why we invest in shares, sectors and geographies with performances that don’t correlate with one another.

Local and global portfolios

We offer local and offshore managed segregated portfolios, as well as offshore collective investment schemes.

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