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 PDF 330.83 KB
Progressive Yield Portfolio PDF 605.64 KB
Managed High Equity Portfolio PDF 539.52 KB
Managed High Equity Portfolio with Offshore PDF 631.89 KB
Managed Medium Equity Portfolio PDF 510.87 KB
Managed Medium Equity Portfolio with Offshore PDF 594.09 KB
Managed Low Equity Portfolio PDF 501.73 KB
Managed Low Equity Portfolio with Offshore PDF 602.99 KB
Opportunities Portfolio PDF 538.23 KB
Large Bank Dividend Portfolio PDF 154.75 KB
Listed Property Portfolio PDF 203.65 KB
Investec Stable Portfolio for Charities PDF 134.97 KB
Investec Growth Portfolio for Charities PDF 135.33 KB

Offshore Investments

Global Leaders Portfolio

Global Multi-Asset Class Portfolio

Offshore Investments Portfolio Factsheets

Global Balanced Portfolio (USD) PDF 583.93 KB
Global Growth Portfolio (USD) PDF 573.22 KB
World Axis Cautious Fund PDF 1.08 MB
World Axis Core Fund PDF 1.07 MB
World Axis Flexible Fund PDF 980.9 KB
World Axis Global Equity Fund PDF 962.08 KB
Global Leaders Portfolio PDF 345.13 KB
Global Leaders Fund PDF 678.12 KB

Retirement Portfolio Factsheets

Retirement High Equity Portfolio PDF 489.79 KB
Retirement High Equity Portfolio including Offshore PDF 565.77 KB
Retirement Medium Equity Portfolio PDF 502.25 KB
Retirement Medium Equity Portfolio including Offshore PDF 603.26 KB
Retirement Low Equity Portfolio PDF 490.93 KB
Retirement Low Equity Portfolio including Offshore PDF 591.79 KB

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, global expertise

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

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

Internationally recognised for excellence in wealth management

Global Private Banking and Euromoney Private Banking Awards