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Portfolio management

Build your portfolio


 

Holistic perspective

We look at your specific needs to offer customised portfolio management built around your goals, family and life stage.

Global strategy

Your portfolio will benefit from our rigorous global investment process that draws on our expert network across the world.

Research-driven decision making

Our insights and decisions are backed by in-depth research and extensive knowledge of companies across industries and investment landscapes.

Helping you realise your investment goals

Allocate a minimum of R3 million to be invested, and you'll benefit from diversified local and global market exposure, as well as gain access to insightful, personal advice backed by experience and research.
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Domestic portfolios

Listed Property Portfolio
Long-Term Growth Portfolio
Progressive Yield Portfolio
Learn more about Multi-Asset Class Funds
View our domestic portfolio factsheets

Listed Property Portfolio

Long-Term Growth Portfolio

Progressive Yield Portfolio

Learn more about Multi-Asset Class Funds

View our domestic portfolio factsheets

Download the Investec Growth Portfolio for Charities factsheet here
Download the Investec Managed High Equity Portfolio factsheet here
Download the Investec Managed High Equity Portfolio Including Offshore factsheet here
Download the Investec Managed Medium Equity Portfolio factsheet here
Download the Investec Managed Medium Equity Portfolio including Offshore factsheet here
Download the Investec Managed Low Equity Portfolio factsheet here
Download the Investec Managed Low Equity Portfolio Including Offshore factsheet here
Download the Investec Stable Portfolio for Charities factsheet here

Offshore portfolios

Global Leaders Portfolio
Learn more about our Global Multi-Asset Class Portfolio
View our offshore monthly minimim disclosure documents (MDDs)
View our offshore quarterly factsheets & MDDs
View our general investor reports

Global Leaders Portfolio

Learn more about our Global Multi-Asset Class Portfolio

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

Retirement portfolios

We offer balanced portfolios which adhere to the principles and guidelines set out in Regulation 28 of the Pension Fund Act.

Find a balanced retirement portfolio to suit your needs

Find a balanced retirement portfolio to suit your needs

Download the Investec Balanced High Equity Portfolio factsheet here
Download the Investec Balanced High Equity Portfolio including offshore factsheet here
Download the Investec Balanced Medium Equity Portfolio factsheet here
Download the Investec Balanced Medium Equity Portfolio including offshore factsheet here
Download the Investec Balanced Low Equity Portfolio factsheet here
Download the Investec Balanced Low Equity Portfolio including offshore factsheet 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 long-term investors, we’re happy to hold on to quality stocks through times of weakness; provided we’re satisfied the investment case holds.

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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Portfolio Management

Whether you’re wanting to grow your wealth or generate income, tap into our expertise to help realise your investment goals.

Invest offshore

Global diversification is a must. Investec’s offshore investments give you access to the world’s leading companies and fund managers.

Manage my investments for me

Get advice, insight and personal investment services backed by our truly global investment approach and expertise.

Wealth management

Grow, manage and preserve your wealth, leveraging the strategic insight of some of the world's leading investment minds.

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

Statutory information

Investec Wealth & Investment International (Pty) Ltd, registration number 1972/008905/07. A member of the JSE Equity, Equity Derivatives, Currency Derivatives, Bond Derivatives and Interest Rate Derivatives Markets. An authorised financial services provider No.15886. A registered credit provider registration number NCRCP262.