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Investec Global Sustainable Equity Fund

The distance between sustainability and return is closer than you think

Invest in world class companies dedicated to achieving the UN's Sustainable Development Goals (SDGs), and that we believe can provide you with attractive returns.

The Fund's Mission

The Investec Global Sustainable Equity Fund ("the Fund") seeks to capture the returns of businesses that are aligned to achieving one or more of the UN's Sustainable Development Goals. The UN Sustainable Development Goals (SDGs) provide a globally accepted framework through which businesses can align their strategic goals with ESG considerations.

The 17 SDGs are underpinned by 169 individual targets, which have been encoded into government action plans. They represent observable and tangible opportunities for companies to offer solutions and services to help achieve them. Through the Fund, investors are able to invest in companies that we believe can provide attractive investment returns over the long-term, through the lens of the SDG framework.

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Start your sustainability journey with us

Partner with Investec’s team of investment experts to make smart choices to preserve and grow your wealth.

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Track performance, gain insight

Download the Fund's minimum disclosure documents (MDD)

Investec BCI Global Sustainable Equity Feeder Fund (ZAR version)
Investec Global Sustainable Equity Fund (USD version)

Download the Fund's general investor reports

Investec BCI Global Sustainable Equity Feeder Fund (ZAR version)
Investec Global Sustainable Equity Fund (USD version)

Investec UCITs SFDR Website Disclosures

Investec UCITS - Investec Global Sustainable Equity Fund - SFDR Website disclosures
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Fund* impact rating by SDG

*Data verified by ISS SDG Impact Rating with scores ranging from -10 to +10.
These show net impact considering positive and negative contributions of revenue, operations and controversies as at 31 Decemeber 2023

Barry Shamley
Barry Shamley, Equity Fund Manager, Investec Wealth & Investment

It’s natural for well-managed, high-quality companies to incorporate sustainability into their long-term strategy, since these are companies that are most likely to have enduring and market-leading profitability. The United Nations Sustainable Development Goals provide us with the perfect framework to make this assessment, and a timeframe to work within to galvanise our efforts towards a better world for future generations.

Read biography

The Investec Global Investment Process

Leverage our international network

We have operations in 14 countries, giving you access to local and offshore markets. Our clients benefit from our multifaceted, in-depth, global investment processes which offer scale, reach, and continuous growth.

Local knowledge, global expertise

We ensure your investments benefit from the global perspective of our experts across international markets.

Awards

Ranked as the Best Private Bank and Wealth Manager in South Africa for 12 consecutive years, and the best in Africa for Customer Service, by the Financial Times of London.

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Learn more about our commitment to sustainability
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Responsible investing

Sustainability is core to our fundamental investment approach, by integrating ESG considerations into our investment decision-making and broader investment process, as well as actively engaging with the businesses that we invest in on behalf of our clients.

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ESG & responsible investing guidebook

Our ESG and Responsible Investing Guidebook aims to guide investors in understanding responsible investing, including the impact of ESG risks on the long-term value of capital, and offers strategies and tools in responsible investment practices.