Portfolio Management

For your growth and income needs

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

Heritage should be preserved - Investec W&I
Heritage month Investec W&I
Partner with Investec W&I

Start your wealth journey with us

 

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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

Long-term Growth Portfolio
Listed Property Portfolio
Progressive Yield Portfolio
Multi-Asset Class Funds

Long-Term Growth Portfolio
Managed High Equity Portfolio
Progressive Yield Portfolio
Managed Medium Equity Portfolio
Managed Low Equity Portfolio
Opportunities Portfolio
Large Bank Dividend Portfolio
Listed Property Portfolio
Efficient Return Portfolio

Offshore Investments

Global Leaders Portfolio

Global Multi-Asset Class Portfolio

Offshore Investments

Global Leaders Portfolio
Global Multi-Asset Class Portfolio

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

Retirement Portfolio

Retirement High Equity Portfolio
Retirement Medium Equity Portfolio
Retirement Low Equity Portfolio

Multi Asset Class Portfolio

Paul Deuchar
"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."

Paul Deuchar, Portfolio Management head

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.

Find out more >

Local knowledge, international expertise

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

Euromoney Private Banking survey 2019

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

Global Private Banking award 2018

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

Access local and international opportunities in One Place™