Retirement investments

Start your wealth journey with us


 

When you retire, ensure your passions don't

Secure your financial future with the right retirement investments.

Choose the right retirement partner

Investing for retirement and investing in retirement is an important part of achieving your personal wealth goals. We structure retirement investment plans to suit your needs and risk tolerance.

A global investment strategy

Our experienced portfolio management and research teams draw on our expertise in South Africa, the UK, Ireland, and Switzerland for asset allocation and stock selection.

Retirement investments that evolve with you

We offer tailored pre- and post-retirement products to help build your retirement investments throughout your career and make your savings last.

Grow your retirement savings

Investing for retirement is an important part of achieving your personal wealth goals. We develop a retirement plan to suit your needs and risk tolerance. We offer a range of balanced portfolios which adhere to the principles and guidelines set out in Regulation 28 of the Pension Fund Act, and are designed to deliver consistent capital growth and income over the long term. Benefit from the scale, international reach, and depth of our investment expertise – both globally and locally – to meet your specific retirement and legacy goals.

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How do I find value in retirement?
Are we retiring the concept of retirement?
How will living longer affect my retirement?
How should I be spending my retirement?
View our balanced retirement portfolio factsheets

How do I find value in retirement?

Are we retiring the concept of retirement?

How will living longer affect my retirement?

How should I be spending my retirement?

View our balanced retirement portfolio factsheets

Our balanced portfolios adhere to the principles and guidelines set out in Regulation 28 of the Pension Fund Act:

 

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


 

Start your wealth journey with us

Partner with Investec’s team of investment experts to make smart choices to preserve and grow your wealth.

WEALTH

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Our multi-asset class portfolios help retirement investors enjoy:

• Greater flexibility of investment options, allowing you to invest in South African or offshore stocks, bonds, property and more.

• The potential for higher investment returns over the long term, helping your retirement savings grow faster.

• The choice of how to generate retirement income during retirement, either through selling investments or using dividend and interest income to cover expenses.

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 11 consecutive years 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.

Unit trusts

Choose from a wide range of unit trusts that meet your investment needs. Our expert international team has produced consistent results across domestic and offshore funds.

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

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