Local and offshore unit trust funds
Manage and grow your wealth through our range of local and offshore unit trust funds*
SIMPLIFY INVESTING
Access world-class unit trusts that are actively managed by our expert global fund managers
Choose from actively managed local and offshore unit trust funds – guided by a rigorous global investment strategy and our expert fund managers in South Africa, the UK and Switzerland. Choose to manage your funds online or through one of our dedicated financial advisors, the choice is yours.
LOCAL AND OFFSHORE UNIT TRUST FUNDS
- Gain exposure to local equities and bonds with flexible, easy-to-understand unit trusts tailored to your investment needs.
- Choose a fund to match your risk appetite and planned investment term
- Invest from R1,000 per month or an initial lump sum of R10,000
- Access to some of the best fund managers globally and across asset classes
- A range of funds to match your objectives and planned investment term
- World Axis range consists of multi-managed portfolios, with some of the world’s leading fund managers, to create a global diversified portfolio
- Gain access to our Offshore unit trust funds from R1,000 or an initial lump sum of R10,000*
*Relevant product rules apply:
- Feeder funds minimum R1,000 debit order or a lump sum investment of R10,000
- Asset Swap funds minimum lump sum investment of R200,000
- Direct offshore funds minimum lump sum investment of $10,000
Rewards and benefits
Access to advisers
You always have the option to speak directly to an Investec Financial Adviser. Our advisers do not charge any additional fees or commission for advice provided.
Leverage our international network
With operations in 14 countries, you get access to our global expertise. Benefit from our multi-faceted, in-depth, global investment process which offers scale, reach and continuous growth
Boost your Rewards earn rate
The balance across all your unit trust investments contributes to determining your earn rate on the Investec Rewards programme.
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