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Global Leaders Portfolio

Get access to the world’s top-performing companies – those that matter and deliver robust long-term returns – through our Global Leaders Portfolio.

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Access quality global growth

Invest in the companies that shape the future

As a global investor, you want more than market exposure. You want to own shares in companies that have earned their place as industry leaders and are built to stay on top. 

Our Global Leaders Portfolio combines rigorous research into the world's most exceptional companies, with deep expertise in complex tax structures and strategic fiduciary planning. We ensure that your assets are optimally structured, fully compliant, and positioned for long-term growth.

Why the global leaders portfolio?

Investment into the world’s best, built around you

Understanding companies

Understanding companies

Identifying true leaders means going beyond the numbers. Our global strategy team and international analysts bring hands-on industry knowledge to every decision – rigorously researching the market forces that drive leading companies and set them apart.

Sustainable competitive advantage

Sustainable competitive advantage

We take a long-term approach to your investments. From technology and consumer goods to energy and beyond, we focus on companies that have built competitive advantage over time and are positioned to protect and grow into the future.

Companies that 
are ahead of 
the pack

Companies that 
are ahead of 
the pack

We identify and focus on the 30 to 50 stocks from thousands of firms listed across the US, UK, and Europe that are true global leaders in their sectors – companies with the performance, resilience, and staying power to deliver the returns you need.

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Understanding companies

Understanding companies

Identifying true leaders means going beyond the numbers. Our global strategy team and international analysts bring hands-on industry knowledge to every decision – rigorously researching the market forces that drive leading companies and set them apart.

Sustainable competitive advantage

Sustainable competitive advantage

We take a long-term approach to your investments. From technology and consumer goods to energy and beyond, we focus on companies that have built competitive advantage over time and are positioned to protect and grow into the future.

Companies that 
are ahead of 
the pack

Companies that 
are ahead of 
the pack

We identify and focus on the 30 to 50 stocks from thousands of firms listed across the US, UK, and Europe that are true global leaders in their sectors – companies with the performance, resilience, and staying power to deliver the returns you need.


 

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Key facts

All you need to know about the Portfolio

A bespoke, relationship-driven service built on global expertise and designed to grow and protect what matters most to you.

£300,000

Minimum investment

1.50%

Management fee on first $1m

1.25%

Management fee after first $1m
(subject to a minimum annual fee of $3,000)

Segregated, discretionary

Mandate type

High risk

Risk profile

MSCI 
World Index

Benchmark (total return)


 

FAQs

Frequently asked questions

Everything you'd like to know about our Global Leaders Portfolio, answered in one place.

What is a Global Leader?

A Global Leader is a company with sustainable, enduring competitive advantages in growing markets. These advantages come in many forms which may include:

  • Industry competitive landscape – e.g. Oligopoly
  • Dominant market shareo Brand Power
  • Global distribution & sourcing
  • Pricing power
  • Technological leadership
  • Low cost position

These advantages often compound over time and are generally reflected in superior profitability (quality) metrics that, over the long term, drive share price performance. By contrast, strategically challenged companies tend to remain that way despite efforts to turn them around.

Please tell me about the portfolio rationale and investment process?

The portfolio is a segregated, discretionary managed, developed equity market portfolio. It provides investors with access to global quality growth through investing in leading companies listed in developed markets. The portfolio is managed by an investment committee of Investec Wealth & Investment’s most experienced global portfolio managers from our UK and SA offices, leveraging off the bottom-up fundamental research expertise of our dedicated analyst team, and the top-down input of our Global Investment Strategy Group. The portfolio will be long-term in focus with a bias towards larger capitalisation stocks, and will typically comprise of 30 to 50 high-conviction holdings.

What sort of companies do you invest in?

We focus on companies with strategic competitive advantages that are able to compound these advantages over the long term. Our strategy is to search for companies with reasonably attractive valuations that deliver sustainable, high levels of profitability, free cash flow, and returns on capital through the economic cycle. We avoid companies that are highly leveraged, cyclical, capital intensive and price takers. Although the portfolio will gravitate naturally towards larger capitalisation stocks, up to 20% of the portfolio may be designated towards mid capitalisation stocks, as new Global Leaders emerge.

How do I invest offshore?

Investors will need to go through the required exchange control mechanisms. Investors can access the portfolio by either using their annual foreign investment allowance, or Investec Wealth & Investment’s asset swap capacity at no asset swap charge. Alternatively, money that is already held offshore, in line with the required exchange control rules, can also be invested in the portfolio. The investor requires a minimum investment of US$300,000.

Richard Cardo
Richard Cardo, Investec Investment Management portfolio manager

We select companies that have shown that they can compound their leadership positions on the global stage over time, and are likely to continue to do so.

Global Leaders portfolio strategy

Our vast global presence and expertise means that every investment decision is backed by the insights of some of the best analysts in the industry. Our global investment strategy also means that you’ll get the combined skills of our global teams working for you. Find out more about our Global Leaders portfolio strategy.

US$300M+

Value of funds under management in the Global Leaders portfolio
 

OUR GLOBAL INVESTMENT PROCESS

Unified perspective. Smarter decisions.

Our Global Investment Strategy Group (GISG) brings together seasoned professionals with over 351 collective years’ experience across four regions: the United Kingdom, Switzerland, India and South Africa.
Our global footprint and outlook, combined with our intellectual capital, expertise, and sustained tenure, enables us to form a holistic, unified view on asset allocation, ensuring that investment decisions are made with a broader, more balanced view of the markets.

Learn more

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Focused Insights

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Documents

Download the Global Leaders portfolio factsheet PDF 2.03 MB


  



  

Statutory information

Investec Investment Management (Pty) Ltd registration number: 2013/001592/07. An authorised financial services provider, license number 44897.