Skip to main content

World Axis Fund Range

We search the world to find the very best fund managers, so your wealth benefits from truly global expertise, in one well-diversified portfolio.

world axis fund rage


  

offshore investing, simplified

Access the world's best fund managers, in one portfolio

Whether you're looking to grow your wealth offshore or diversify beyond local markets, the World Axis Funds give you access to world-class investment expertise. 

Drawing on investment professionals across South Africa, the United Kingdom, Hong Kong and Guernsey, the World Axis Fund Range identifies and allocates to only the best fund managers, delivering a well-diversified portfolio that balances risk and opportunity across asset classes and geographies, worldwide.

why world axis range of funds?

Global expertise, one diversified portfolio

Diversifying 
your portfolio

Diversifying 
your portfolio

We find and invest with the best global fund managers across geographies and asset classes – merging their expertise to build a well-diversified portfolio that reduces regional, industry, and currency risk while generating long-term returns.

Getting the numbers, and people, right

Getting the numbers, and people, right

Since launching the World Axis Fund Range in 2005, we've built a carefully selected network of the world's best funds and managers, chosen for their skill, track-record, and fit within your portfolio.

Backed by a global investment approach

Backed by a global investment approach

Our investment professionals span the UK, South Africa, Switzerland and India. Together, they determine overall risk, guide asset allocation, and drive our fund manager selection, giving your portfolio a truly global perspective.

Previous
Previous
Diversifying 
your portfolio

Diversifying 
your portfolio

We find and invest with the best global fund managers across geographies and asset classes – merging their expertise to build a well-diversified portfolio that reduces regional, industry, and currency risk while generating long-term returns.

Getting the numbers, and people, right

Getting the numbers, and people, right

Since launching the World Axis Fund Range in 2005, we've built a carefully selected network of the world's best funds and managers, chosen for their skill, track-record, and fit within your portfolio.

Backed by a global investment approach

Backed by a global investment approach

Our investment professionals span the UK, South Africa, Switzerland and India. Together, they determine overall risk, guide asset allocation, and drive our fund manager selection, giving your portfolio a truly global perspective.


 

Speak to a wealth manager

* indicates required field.
Please indicate your capital availability *

This field is required

Please indicate your capital availability *

This field is required

How can we best assist you * By selecting the advice offering, an investment manager will help you to pick the investment suitable for your investment goals. Alternatively, by selecting the self-service offering you will not receive any advice, recommendations, or suitability reviews on your investments.

This field is required

How can we best assist you * By selecting the advice offering, an investment manager will help you to pick the investment suitable for your investment goals. Alternatively, by selecting the self-service offering you will not receive any advice, recommendations, or suitability reviews on your investments.

This field is required

Please enter your first name here *

This information is required

Minimum characters 1

Do not use numbers in your name.

Please enter your last name here *

This information is required

Minimum characters 1

Do not use numbers in your surname.

Please enter your email address here *

This information is required

Minimum characters 1

This is not a valid email address.

Please enter your contact number here *

This information is required

Minimum characters 1

This is not a valid contact number.

DDMMYYYY *

This information is required

Minimum characters 1

This is a required field.

Are you a US resident? * Please note that due to regulatory requirements, Investec Wealth & Investment may not be permitted to onboard persons residing in the USA on a permanent basis. Should you have any queries, please email [email protected]

This field is required

Amount in numerical digits only *

This information is required

Minimum characters 1

Please enter only numerical digits

Please leave your comments here

This information is required

Minimum characters 1

0/500 characters
Preferred method of contact *

This field is required

Please enter additional person name here

This information is required

Minimum characters 1

Do not use numbers in the name.

Please enter additional person email address here

This information is required

Minimum characters 1

This is not a valid email address.

Please enter additional person name here

This information is required

Minimum characters 1

Do not use numbers in the name.

Please enter additional person email address here

This information is required

Minimum characters 1

This is not a valid email address.

Please select your sources of wealth * This refers to the economic activities or events that have contributed to your net worth. It could be your salary, an inheritance, income on an investment, an investment that has matured, or the proceeds of the sale of your business.

This information is required

I am interested in * With the investment management option, we manage your investments on your behalf, either through a Wealth Manager or Portfolio Manager. With the stockbroking option, you can trade (execution, online or with advice) in securities, including listed equities, fixed income instruments,unit trusts and derivative instruments.

This field is required

Please select your sources of wealth * This refers to the economic activities or events that have contributed to your net worth. It could be your salary, an inheritance, income on an investment, an investment that has matured, or the proceeds of the sale of your business.

This information is required

I am interested in * With the investment management option, we manage your investments on your behalf, either through a Wealth Manager or Portfolio Manager. With the stockbroking option, you can trade (execution, online or with advice) in securities, including listed equities, fixed income instruments,unit trusts and derivative instruments.

This field is required

Do you have a Private Bank Account? *

This field is required

Would you be interested in opening a PBA? *

This field is required

Please enter your first name here *

This information is required

Minimum characters 1

Do not use numbers in your name.

Please enter your last name here *

This information is required

Minimum characters 1

Do not use numbers in your surname.

Please enter your email address here *

This information is required

Minimum characters 1

This is not a valid email address.

Please enter your contact number here *

This information is required

Minimum characters 1

This is not a valid contact number.

Please enter your age here *

This information is required

Minimum characters 1

Please enter numbers only

Qualification(s) *

This information is required

Minimum characters 1

This is a required field.

Please enter employer name here *

This information is required

Minimum characters 1

This is a required field.

Gross annual amount in numerical digits only *

This information is required

Minimum characters 1

Please enter only numerical digits

By submitting this form, you give Investec permission to perform a credit check on you. Please see our Privacy Policy

Consent *

This information is required

Please enter ID or Passport number here *

This information is required

Minimum characters 1

This is a required field

DDMMYYYY *

This information is required

Minimum characters 1

This is a required field.

Please enter your first name here *

This information is required

Minimum characters 1

Do not use numbers in your name.

Please enter your last name here *

This information is required

Minimum characters 1

Do not use numbers in your surname.

Please enter your email address here *

This information is required

Minimum characters 1

This is not a valid email address.

Please enter your contact number here *

This information is required

Minimum characters 1

This is not a valid contact number.

Please view the latest Data Protection Statement here

Please enter your first name here *

This information is required

Minimum characters 1

Do not use numbers in your name.

Please enter your last name here *

This information is required

Minimum characters 1

Do not use numbers in your surname.

Please enter your email address here *

This information is required

Minimum characters 1

This is not a valid email address.

Please enter your contact number here *

This information is required

Minimum characters 1

This is not a valid contact number.

DDMMYYYY *

This information is required

Minimum characters 1

This is a required field.

Are you a US resident? * Please note that due to regulatory requirements, Investec Wealth & Investment may not be permitted to onboard persons residing in the USA on a permanent basis. Should you have any queries, please email [email protected]

This field is required

Amount in numerical digits only *

This information is required

Minimum characters 1

Please enter only numerical digits

Please leave your comments here

This information is required

Minimum characters 1

0/500 characters
Preferred method of contact *

This field is required

Please enter additional person name here

This information is required

Minimum characters 1

Do not use numbers in the name.

Please enter additional person email address here

This information is required

Minimum characters 1

This is not a valid email address.

Please enter additional person name here

This information is required

Minimum characters 1

Do not use numbers in the name.

Please enter additional person email address here

This information is required

Minimum characters 1

This is not a valid email address.

How can we best assist you * By selecting the advice offering, an investment manager will help you to pick the investment suitable for your investment goals. Alternatively, by selecting the self-service offering you will not receive any advice, recommendations, or suitability reviews on your investments.

This field is required

Please select your sources of wealth * This refers to the economic activities or events that have contributed to your net worth. It could be your salary, an inheritance, income on an investment, an investment that has matured, or the proceeds of the sale of your business.

This information is required

I am interested in * With the investment management option, we manage your investments on your behalf, either through a Wealth Manager or Portfolio Manager. With the stockbroking option, you can trade (execution, online or with advice) in securities, including listed equities, fixed income instruments,unit trusts and derivative instruments.

This field is required

Sending...

Please complete all required fields before sending.

Thank you

We will be in touch shortly

Sorry there seems to be a technical issue

Built around you

A perfect mix of investments

The World Axis portfolio is structured to suit your unique needs, offering a range of options to match your investment goals and risk profile.
Our unit trust funds bring the world's best investment expertise together in one fund, removing the complexity of navigating global markets yourself, all within a tax-efficient, cost-effective offshore structure domiciled in Luxembourg.

Curved geometry and light play in a parking structure

World Axis Range of Funds

What we offer

Actively managed strategies

The World Axis Fund Range is for you if you have R200,000 to invest online, or $100,000 direct.

Download our minimum disclosure documents (MDDs)

Investec World Axis Cautious Fund
Investec World Axis Core Fund
Investec World Axis Flexible Fund
Investec World Axis Global Equity Fund

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

Meeting in office around a laptop
Ryan Friedman
Ryan Friedman, Head of Investec Investment Management

We have an active approach to investment, with emphasis on the qualitative aspects of fund manager selection.

chevron-left
chevron-right

Focused Insights

Previous
Previous


  

Disclaimer

This document has been compiled by Investec Investment Management (Pty) Ltd and Investec Wealth & Investment International (Pty) Ltd (collectively “W&I”). All information and opinions provided are of a general nature and are not intended to address any particular individual or entity. We are not acting and do not purport to act in any way as an advisor. This document has been prepared for information purposes only and must not be taken as the sole basis for an investment decision. Any decision to invest must be made by the investor solely on the basis of their own independent judgment and research, and subject to the terms and conditions governing applications to any relevant investment. No one should act upon such information or opinion without appropriate professional advice after a thorough examination of their particular situation. Nothing in this document constitutes a representation that any investment strategy or recommendation is suitable or appropriate to an investor’s circumstances or otherwise constitutes a personal recommendation. Readers should not rely on such information as advice in relation to a specific issue without taking financial, banking, investment or other professional advice.

Investments involve risks, among others, market risk, counterparty default risk and liquidity risk, and investors should exercise prudence and their own judgment in making their investment decisions. No security, financial instrument or derivative is suitable for all investors. In some cases, securities and other financial instruments may be difficult to value or sell. The price or value of such securities and instruments may rise or fall and, in some cases, investors may lose their entire principal investment. Past performance is not necessarily a guide to future performance. Returns and benefits are dependent on the performance of underlying assets and other variable market factors and are not guaranteed. Levels and basis for taxation may change. Exchange rate fluctuations may have an adverse effect on the value of certain investments. Investec and/or its employees may hold a position in any securities or financial instrument mentioned herein.

Certain of the economical and financial market information contained in this document (including certain forward looking statements and information) has been obtained from published sources and/or prepared by other parties. While such sources are believed to be reliable, W&I and its affiliates do not assume any responsibility for the accuracy of such information.

Certain of the information contained in this document represent or be based upon forward looking statements or information. Forward looking statements and information are inherently uncertain, and risk factors dealt with in this document (if any) and other external factors may cause actual events or results to differ from those projected in such forward looking statements. Therefore, undue reliance should not be placed on such forward looking statements and information. W&I does not make any representations as to the accuracy of such statements, estimates or projections. W&I expressly disclaims any liability in respect of the content of any forward-looking statement and also expressly disclaims any obligation or undertaking to disseminate any updates or revisions to any forward-looking statements contained herein to reflect either any change in events which regard thereto or any change in events, conditions or circumstances on which any such forward-looking statement is based, after the date of this document, except as may be required by law.

W&I will not be held liable or responsible for any direct or consequential loss or damage suffered by any party as a result of that party acting on or failing to act on the basis of the information provided in this document. This document may not be amended, reproduced, distributed or published without the prior written consent of W&I. Investec does not make representation that the information provided is appropriate for use in all jurisdictions or by all investors or other potential clients who are therefore responsible for compliance with their applicable local laws and regulations.

This is not for distribution to U.S. investors and services and investments mentioned herein are not for sale to U.S. persons. This document does not constitute an offer to sell or the solicitation of an offer to buy in any U.S. state or other jurisdiction to any person to whom it is unlawful to make such offer or solicitation in such state or jurisdiction. Neither the United States Securities and exchange commission nor any state regulatory authority nor the regulatory authority of any other country has approved or disapproved of this document or any aspect of this document any representation to the contrary is unlawful.

Authorised by: Investec Group Data (Pty) Ltd, Reg. No. 1963/004763/06, Investec Investment Management (Pty) Ltd, Reg. No. 2013/005192/07. An authorised financial services provider, No. 44897. Registered Address: 100 Grayston Drive Sandown Sandton 2196 PO Box 78055 Sandton 2146. Tel: +27 (0) 11 286 4050 Fax: +27 (0) 11 286 9595.

The disclaimer is deemed to form part of this message in terms of Section 11 of the Electronic Communications and Transactions Act 25 of 2002


  



  

Statutory information

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