Portfolio Management

For your growth and income needs

Rows of Vineyards grow in this picturesque valley near Cape Town

Whether you want to grow your wealth or generate an income, Investec’s investment portfolio management expertise can help realise your goals.

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.

Choose Investec Portfolio Management if you’re looking to:

Allocate a minimum of R3m to be invested

Benefit from diversified local and global market exposure

Access insightful, personal advice backed by experience and research

Join the Class of 2030

Find out more about our Portfolio Management services by selecting an investment portfolio option below: 

Domestic Investments

Long-term Growth Portfolio

Listed Property Portfolio

Progressive Yield Portfolio

Multi-Asset Class Funds

Domestic Investments Portfolio Factsheets

Long-Term Growth Portfolio
Progressive Yield Portfolio
Managed High Equity Portfolio
Managed High Equity Portfolio with Offshore
Managed Medium Equity Portfolio
Managed Medium Equity Portfolio with Offshore
Managed Low Equity Portfolio
Managed Low Equity Portfolio with Offshore
Opportunities Portfolio
Large Bank Dividend Portfolio
Listed Property Portfolio
Investec Stable Portfolio for Charities
Investec Growth Portfolio for Charities

Offshore Investments

Global Leaders Portfolio

Global Multi-Asset Class Portfolio

Offshore Investments Portfolio Factsheets

Global Balanced Portfolio (USD)
Global Growth Portfolio (USD)
World Axis Cautious Fund
World Axis Core Fund
World Axis Flexible Fund
World Axis Global Equity Fund
Global Leaders Portfolio
Global Leaders Fund

Retirement Portfolio Factsheets

Retirement High Equity Portfolio
Retirement High Equity Portfolio including Offshore
Retirement Medium Equity Portfolio
Retirement Medium Equity Portfolio including Offshore
Retirement Low Equity Portfolio
Retirement Low Equity Portfolio including Offshore

Start your wealth 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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Multi Asset Class Portfolio

Paul Deuchar
Paul Deuchar, Portfolio Management head

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, international expertise

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

One Place™

Seamless integration of local and international banking and investing all in One Place™

Internationally recognised for excellence in wealth management

Ranked #1 by Euromoney in the Private Bank and Wealth Management Survey.

Ranked #1 by the Financial Times of London as the Best Private Bank and Wealth Manager.