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Unit trust funds

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

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WHY INVESTEC

Access the expertise of our global fund managers

Access our selection of local and international investment opportunities in a secure digital environment. Our funds are actively managed by our team of highly experienced fund managers based in South Africa, UK and Switzerland.
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LOCAL AND OFFSHORE UNIT TRUST FUNDS

Local Unit Trusts
  • Access to predominantly local assets, including equities and bonds by purchasing a portion or ‘unit’ of an underlying investment
  • 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
  • Invest from R1 000 per month or an initial lump sum of R10 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
Choose your investment term
Secure online access

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

Choose your investment term

  • Choose an investment term to suit your objectives
  • Short-term: investors wanting to invest for less than 3 years with greater certainty of capital and returns
  • Medium-term: investors willing to invest for more than 3 years and willing to tolerate volatility in the short term
  • Long-term: investors willing to invest for more than 5 years aiming to beat inflation in the long term with a potential for greater returns

Secure online access

  • Open a unit trust through Investec Online and the App
  • Conveniently add funds at any time
  • Manage your monthly debit order amount
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Who can open unit trust investments?

Our investment offering is only available to existing Investec Private Bank Account holders.

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MORE INFORMATION

Local unit trust funds factsheet PDF 3.88 MB
Investec Global Leaders Fund Class A - MDD PDF 2.06 MB

BECOME A PRIVATE BANKING CLIENT

Find out if you qualify to be an Investec Private Banking client.

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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.