Offshore portfolio management

Build your portfolio


 

Meet your global investment needs

Global diversification is no longer a nice-to-have for investors, but a necessity. Our portfolios are structured to meet your offshore requirements.

Service built around you

Your needs and ambitions are specific to you. Which is why we look at your specific offshore needs and offer a customised portfolio that is built around you, your goals, your family and your current life stage. We also offer a variety of single and multi-asset class mandates to help you realise your investment goals.

Research-driven decision making

Every decision we make is backed by in-depth research and an extensive knowledge of the investment landscape. Our team has a thorough understanding of global listed companies and the industries they operate in. Investment decisions are the outcome of a thorough analysis of the fundamentals, using both our own research and that sourced from external research houses.

The best global expertise

As one of the only truly global investment houses in South Africa, your portfolio with us reflects a rigorous global investment process that draws on our expertise in the UK, South Africa, Switzerland and elsewhere. Our global strategy team determines the overall positioning and how much risk we take on; while our regional asset allocation teams are responsible for the best mix of asset classes and sectors.

Diversifying for growth

A well-diversified portfolio is one of the best shock absorbers in unpredictable and volatile global markets, so we look to invest in shares and sectors – and geographies – with performances that do not correlate with one another. Allocate R10 million or more offshore, and you’ll benefit from a diverse portfolio with offshore performance, backed by our scale and global expertise.

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Offshore portfolios

View our offshore monthly minimim disclosure documents (MDDs)
View our offshore quarterly factsheets & MDDs
View our general investor reports

View our offshore monthly minimim disclosure documents (MDDs)

Download the Investec Global Leaders Fund MDD here
Download the Investec World Axis Cautious Fund MDD here
Download the Investec World Axis Core Fund MDD here
Download the Investec World Axis Flexible Fund MDD here
Download the Investec World Axis Global Equity Fund MDD here

View our offshore quarterly factsheets & MDDs

Download the Investec Global Balanced Portfolio (USD) factsheet here
Download the Investec Global Growth Portfolio (USD) factsheet here
Download the Investec Global Leaders Portfolio factsheet here
Download the Investec Global Leaders Fund MDD here
Download the Investec World Axis Cautious Fund MDD here
Download the Investec World Axis Core Fund MDD here
Download the Investec World Axis Flexible Fund MDD here
Download the Investec World Axis Global Equity Fund MDD here

View our general investor reports

Download the Investec Global Balanced Fund general investor report here
Download the Investec Global Growth Fund general investor report here
Download the Investec Global Leaders Fund general investor report here
Download the Investec Global Sustainable Equity Fund general investor report here
Download the Investec World Axis Cautious Fund general investor report here
Download the Investec World Axis Core Fund general investor report here
Download the Investec World Axis Flexible Fund general investor report here
Download the Investec World Axis Global Equity Fund general investor report here


 

Build your portfolio

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

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Paul Deuchar
Paul Deuchar, Head of Investec Investment Management

As important as the decision to buy a stock is the decision to sell. Where the valuation warrants it, or there is a fundamental change to the business case, we are happy to sell or reduce our holding.

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 11 consecutive years by the Financial Times of London.

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Invest for retirement

Plan for your dream retirement. Place your investment in a retirement vehicle or pension fund designed with your future needs in mind.

Invest offshore

In an uncertain and often volatile world, global diversification should be mandatory for the modern investor.

Manage my investments for me

Turn your investment goals into reality with advice, insights and services backed by a truly global investment approach and expertise.

Property finance

A comprehensive range of integrated property funding solutions across all property sectors in South Africa and within selected geographies.

Foreign exchange

If you want to invest internationally, make payments overseas, receive money from offshore or you need some foreign currency to travel.

Private capital

We provide established entrepreneurs, business founders and high net worth individuals with private capital solutions, transaction ideas and access to Investec’s networks.

Enjoy Investec One Place™ with our local and international offering

Insights from Investec Focus

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