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Local and offshore unit trust funds

Manage and grow your wealth through our range of local and offshore unit trust funds*

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GET STARTED TODAY

Want to start investing?

*Our unit trust funds are available to existing Investec Private Bank Account holders. Find out if you qualify. Or login into your online banking profile to start investing now.

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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. 

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LOCAL AND OFFSHORE UNIT TRUST FUNDS

Local Unit Trusts
  • 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
Offshore Unit Trust
  • 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

GET STARTED TODAY

Want to start investing?

Our unit trust funds are only available to existing Private Bank Account holders. Find out if you qualify.

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OUR UNIT TRUST FUNDS FEATURES

Unit trust funds

Whether you’re just starting out or an established investor, our unit trust funds provide an easy and convenient way to achieve your investment goals.
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Actively managed funds

  • Funds are actively managed by our expert Investec Wealth & Investment managers
  • All investment decisions are guided by a rigorous global investment strategy and asset allocation process
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GET MORE

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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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.

MORE INFORMATION

Local unit trust funds factsheet PDF 3.89 MB
Offshore unit trust funds factsheet PDF 5.91 MB

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Statutory information

Investec Bank Limited registration number 1969/004763/06, an Authorised Financial Services Provider (11750), a Registered Credit Provider (NCRCP 9), an authorised Over the Counter Derivatives Provider, and a member of the JSE. Investec is committed to the Code of Banking Practice as regulated by the National Financial Ombud Scheme. Copies of the Code and the Ombudsman's details are available on request or visit Investec COBP.