Invest in Unit Trusts

The simple way to access investment opportunities

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Choose from a wide range of unit trusts that meet your investment needs

Our fundamental expertise, global reach, and depth of process have produced consistent results across both domestic and offshore funds.

Investors can now enjoy the full benefits of this process by investing in any of our available funds below.

 

International unit trusts

South African unit trusts

International unit trusts


Increase the diversification of your investments in foreign currency and rand-denominated unit trust funds with access to offshore stock markets, bonds and other instruments.

View Minimum Disclosure Documents for international funds here
View General Investor Reports for international funds here

South African unit trusts


These are unit trusts that invest at least 60% of their assets in South African investment markets but can have up to 45% of their assets invested in offshore markets, including Africa.

View Minimum Disclosure Documents for South African funds here
View General Investor Reports for South African funds here

 

 

Risk Categories

Low Risk

  • This portfolio has less than 10% equity exposure, resulting in low risk and stable investment returns.
  • It is not directly exposed to currency risk, but it is exposed to default and interest rate risks.
  • Suitable for shorter term investment horizons.

Low to Medium Risk

  • The portfolio may be exposed to currency and equity risks.
  • This portfolio is exposed to default and interest rate risks.
  • Suitable for medium term investment horizons.
  • The expected potential long-term investment returns are lower but less volatile over the medium to long term than higher risk portfolios.

Moderate Risk

  • This portfolio has a balanced exposure to various asset classes. It has more equity exposure than a low risk portfolio but less than a high-risk portfolio. The expected volatility is higher than a low risk portfolio, but less than a high risk portfolio.
  • The portfolio may be exposed to currency risks if it invests offshore.
  • The portfolio is exposed to equity as well as default and interest rate risks.
  • Suitable for medium term investment horizons.
  • The probability of losses is higher than that of a low risk portfolio, but less than a high risk portfolio.
  • Moderate long term investment returns are expected.

Moderate to High Risk

  • This portfolio has exposure to various asset classes but a bias towards equities.
  • The portfolio may be exposed to currency risks if it invests offshore.
  • The portfolio is exposed to equity as well as credit, liquidity and interest rate risks.
  • Suitable for medium to long term investment horizons.
  • The probability of losses is higher than that of a low risk portfolio, but less than a high risk portfolio, and return expectations are well above inflation over the medium to long term.

High Risk

  • This portfolio has a higher exposure to equities than any other risk profiled portfolio. It tends to carry higher volatility due to high exposure to equity markets.
  • Expected potential long term returns are high, but the risk of potential capital losses is high as well, especially over shorter periods.
  • The portfolio may be exposed to currency risks if it invests offshore.
  • Suitable for long term investment horizons.

 

 

What are unit trusts?

A unit trust is a shared investment fund that pools money to invest collectively in various financial instruments like equity, bonds, property, cash, gold or other listed securities.

Because unit trusts are managed by professional fund managers with specific mandates characterised by their risk profile, they are an attractive and accessible investment vehicle that are well-suited to a range of investment goals, whether growing or preserving your capital.

We offer a variety of unit trust funds to meet your specific investment criteria and objectives.

 

Benefits of a unit trust investment

 

Professional portfolio management

Our active investment process takes advantage of current market opportunities, managing potential risks, and providing performance through market cycles.

Create or preserve wealth

You can select from focused equity funds or a selection of balanced funds that provide access to a spread of equity, property, cash, and fixed income instruments.

Regulation

Unit trusts in South Africa are regulated by the Financial Sector Conduct Authority (FSCA) under the CISCA Act. This means investment managers and unit trust management companies are subject to ongoing supervision and regulation.

Liquidity

W&I unit trust funds provide daily trading and access to your investments.

Transparency

You can monitor your portfolio and its performance online. In addition, our fund managers produce quarterly Minimum Disclosure Documents (MDD) explaining their positioning and performance.

Lower Costs

Our fees are competitive as we remain sensitive to the impact that fees can have on performance over time.

 

Tax Efficiency

Unit trusts are a tax efficient way to invest because any rebalancing (when the fund manager buys or sells securities) that occurs within the portfolio does not trigger a tax event for the unit holder. Only when the holder sells out of the unit trust would they be liable for capital gains tax. 

A unit trust may still receive distribution income, which could include dividends and interest. Local dividends would be subject to dividends tax and other distribution types would be subject to income tax.

How to buy unit trusts in South Africa

To invest in our unit trust range, complete the application form and submit it to your investment manager, who will provide bank account deposit information and the related investment procedure.

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Overview of our unit trusts

Frequently Asked Questions

  • Are there any initial investment fees or exit fees?

    There are no initial fees or exit penalties applicable to our range of funds. The fund fees are limited to the annual management fee only because we remain sensitive to the impact that fees can have on performance over time. 

  • Do unit trusts pay dividends?

    Yes, unit trusts pay dividends to unit holders according to the performance of underlying assets and the mandate of the fund. Dividends may either be reinvested or paid out monthly, quarterly, bi-annually or annually.

  • What is Effective Annual Cost (EAC)?

    The Effective Annual Cost (EAC) is a measure which enables you to compare charges and their impact on investment returns across different financial products. Learn more here.

  • Is my capital guaranteed?

    Your investment will be exposed to market movements and is therefore not guaranteed. Past performance is no guarantee of future performance.

  • Are unit trusts tax free?

    Only unit trusts housed within a tax-free account are classified as tax free unit trusts. A tax free unit trust investment doesn't attract interest, capital gains or dividends tax. These are available to SA residents only and contributions are capped at R36,000 per year with a lifetime limit of R500,000.

Current prices of the unit trusts

Fund Name Class Information Date NAV (R) 52 Week Low Price (R) 52 Week High Price (R) Change in Price
Investec BCI Flexible Bond Fund B B 23/02/2024 1.00 0.99 1.03 -0.0048
Investec BCI World Axis Core Feeder Fund H 22/02/2024 1.31 1.11 1.31 0.0161
Investec BCI World Axis Flexible Feeder Fund B 22/02/2024 1.36 1.17 1.36 0.0181
Investec BCI World Axis Flexible Feeder Fund H 22/02/2024 1.35 1.17 1.35 0.0180
Investec BCI World Axis Global Equity Feeder Fund A 22/02/2024 1.36 1.10 1.36 0.0131
Investec BCI World Axis Global Equity Feeder Fund B 22/02/2024 1.37 1.10 1.38 0.0132
Investec BCI World Axis Flexible Feeder Fund A 22/02/2024 1.34 1.16 1.34 0.0179
Investec BCI World Axis Cautious Feeder Fund A 22/02/2024 1.35 1.18 1.35 0.0202
Investec BCI World Axis Cautious Feeder Fund B 22/02/2024 1.36 1.19 1.36 0.0202
Investec BCI World Axis Global Equity Feeder Fund H 22/02/2024 1.37 1.10 1.37 0.0131
Investec BCI Balanced High Equity B 23/02/2024 1.35 1.24 1.37 0.0057
Investec BCI Balanced High Equity A 23/02/2024 1.35 1.24 1.36 0.0056
Investec BCI Balanced High Equity H 23/02/2024 1.35 1.24 1.37 0.0056
Investec BCI Dynamic Equity A 23/02/2024 1.53 1.45 1.61 0.0005
Investec BCI Dynamic Equity B 23/02/2024 1.54 1.46 1.62 0.0005
Investec BCI Protected Equity C 23/02/2024 1.30 1.26 1.38 0.0028
Investec World Axis Global Equity A 22/02/2024 221.38 185.08 222.97 0.5687
Investec World Axis Cautious Fund A 22/02/2024 143.24 134.55 143.57 -0.0006
Investec World Axis Core Fund A 22/02/2024 244.43 218.37 245.72 -0.3883
Investec BCI Balanced Fund of Funds A 22/02/2024 1.95 1.82 1.97 0.0163
Investec BCI Equity Fund A 23/02/2024 2.38 2.17 2.38 0.0236
Investec World Axis Core Fund B 22/02/2024 255.84 227.60 257.18 -0.4034
Investec BCI Equity Fund B 23/02/2024 2.38 2.18 2.39 0.0236
Investec BCI Active Income Fund of Funds A 22/02/2024 1.03 1.00 1.04 0.0004
Investec World Axis Core Fund D 22/02/2024 136.04 120.68 136.75 -0.2133
Investec BCI Enhanced Income B 23/02/2024 1.00 1.00 1.01 0.0002
Investec Global Leaders Fund A 22/02/2024 127.93 105.06 128.82 1.9362
Investec Global Leaders Fund B 22/02/2024 130.25 106.51 131.13 1.9728
Investec BCI Progressive Yield A 23/02/2024 1.14 1.06 1.16 0.0061
Investec BCI Property Fund A 23/02/2024 0.99 0.81 0.99 0.0080
Investec BCI Global Leaders Equity B 23/02/2024 1.44 1.11 1.44 0.0359
Investec BCI Global Leaders Equity H 23/02/2024 1.43 1.10 1.43 0.0356
Investec BCI Property Fund H 23/02/2024 0.99 0.81 0.99 0.0080
Investec Global Sustainable Equity B 22/02/2024 112.30 97.12 112.53 1.0802
Investec Global Sustainable Equity A 22/02/2024 110.68 95.86 111.21 1.0632
Investec Global Growth Fund D 22/02/2024 127.42 111.65 127.56 1.3045
Investec Global Balanced Fund A 22/02/2024 116.85 105.37 117.09 0.8574
Investec Global Balanced Fund B 22/02/2024 118.73 106.92 118.96 0.8727
Investec Global Balanced Fund D 22/02/2024 120.14 108.08 120.36 0.8840
Investec Global Growth Fund A 22/02/2024 123.73 108.68 123.89 1.2642
Investec BCI Global Sustainable Equity Feeder Fund A 22/02/2024 1.13 0.97 1.13 0.0126
Investec BCI Global Sustainable Equity Feeder Fund B 22/02/2024 1.14 0.98 1.14 0.0128
Investec BCI Global Sustainable Equity Feeder Fund H 22/02/2024 1.14 0.97 1.14 0.0127
Investec Global Growth Fund B 22/02/2024 125.93 110.45 126.08 1.2882
Investec Global Sustainable Equity D 22/02/2024 113.40 97.98 113.43 1.0916
Investec BCI Diversified Growth Fund of Funds H 22/02/2024 1.35 1.25 1.37 0.0155
Investec BCI Progressive Yield H 23/02/2024 1.14 1.06 1.16 0.0061
Investec BCI Global Leaders Equity A 23/02/2024 1.41 1.10 1.41 0.0352
Investec BCI Diversified Growth Fund of Funds B 22/02/2024 1.35 1.25 1.37 0.0155
Investec BCI Diversified Growth Fund of Funds A 22/02/2024 1.35 1.25 1.37 0.0154
Investec Global Leaders Fund D 22/02/2024 131.80 107.47 132.68 1.9973
Investec BCI Active Income Fund of Funds H 22/02/2024 1.03 1.00 1.04 0.0004
Investec World Axis Global Equity D 22/02/2024 146.64 121.73 147.67 0.3796
Investec World Axis Flexible D 22/02/2024 135.53 124.74 135.83 0.0774
Investec World Axis Cautious Fund D 22/02/2024 122.02 114.09 122.21 0.0012
Investec BCI Active Income Fund of Funds C 22/02/2024 1.03 1.00 1.04 0.0004
Investec World Axis Flexible B 22/02/2024 234.88 216.79 235.41 0.1322
Investec BCI Active Income Fund of Funds B 22/02/2024 1.03 1.00 1.04 0.0005
Investec BCI Balanced Fund of Funds B 22/02/2024 1.95 1.82 1.97 0.0163
Investec BCI Dynamic Equity H 23/02/2024 1.54 1.46 1.62 0.0005
Investec World Axis Cautious Fund B 22/02/2024 146.09 136.98 146.39 0.0002
Investec World Axis Flexible A 22/02/2024 224.45 208.04 224.96 0.1236
Investec BCI Balanced Fund of Funds H 22/02/2024 1.93 1.81 1.95 0.0162
Investec BCI Equity Fund H 23/02/2024 2.37 2.17 2.38 0.0236
Investec BCI World Axis Core Feeder Fund B 22/02/2024 1.31 1.11 1.31 0.0162
Investec BCI World Axis Core Feeder Fund A 22/02/2024 1.30 1.11 1.30 0.0160
Investec BCI World Axis Cautious Feeder Fund H 22/02/2024 1.35 1.18 1.35 0.0201
Investec BCI Flexible Bond Fund A A 23/02/2024 1.01 0.99 1.03 -0.0046
Investec BCI Protected Equity B 23/02/2024 1.30 1.27 1.39 0.0028
Investec BCI Protected Equity A 23/02/2024 1.30 1.26 1.38 0.0028
Investec World Axis Global Equity B 22/02/2024 231.68 192.87 233.32 0.5979
Fund Name Class Information Date NAV (R) 52 Week Low Price (R) 52 Week High Price (R) Change in Price
Investec BCI Flexible Bond Fund B B 23/02/2024 1.00 0.99 1.03 -0.0048
Investec BCI World Axis Core Feeder Fund H 22/02/2024 1.31 1.11 1.31 0.0161
Investec BCI World Axis Flexible Feeder Fund B 22/02/2024 1.36 1.17 1.36 0.0181
Investec BCI World Axis Flexible Feeder Fund H 22/02/2024 1.35 1.17 1.35 0.0180
Investec BCI World Axis Global Equity Feeder Fund A 22/02/2024 1.36 1.10 1.36 0.0131
Investec BCI World Axis Global Equity Feeder Fund B 22/02/2024 1.37 1.10 1.38 0.0132
Investec BCI World Axis Flexible Feeder Fund A 22/02/2024 1.34 1.16 1.34 0.0179
Investec BCI World Axis Cautious Feeder Fund A 22/02/2024 1.35 1.18 1.35 0.0202
Investec BCI World Axis Cautious Feeder Fund B 22/02/2024 1.36 1.19 1.36 0.0202
Investec BCI World Axis Global Equity Feeder Fund H 22/02/2024 1.37 1.10 1.37 0.0131
Investec BCI Balanced High Equity B 23/02/2024 1.35 1.24 1.37 0.0057
Investec BCI Balanced High Equity A 23/02/2024 1.35 1.24 1.36 0.0056
Investec BCI Balanced High Equity H 23/02/2024 1.35 1.24 1.37 0.0056
Investec BCI Dynamic Equity A 23/02/2024 1.53 1.45 1.61 0.0005
Investec BCI Dynamic Equity B 23/02/2024 1.54 1.46 1.62 0.0005
Investec BCI Protected Equity C 23/02/2024 1.30 1.26 1.38 0.0028
Investec World Axis Global Equity A 22/02/2024 221.38 185.08 222.97 0.5687
Investec World Axis Cautious Fund A 22/02/2024 143.24 134.55 143.57 -0.0006
Investec World Axis Core Fund A 22/02/2024 244.43 218.37 245.72 -0.3883
Investec BCI Balanced Fund of Funds A 22/02/2024 1.95 1.82 1.97 0.0163
Investec BCI Equity Fund A 23/02/2024 2.38 2.17 2.38 0.0236
Investec World Axis Core Fund B 22/02/2024 255.84 227.60 257.18 -0.4034
Investec BCI Equity Fund B 23/02/2024 2.38 2.18 2.39 0.0236
Investec BCI Active Income Fund of Funds A 22/02/2024 1.03 1.00 1.04 0.0004
Investec World Axis Core Fund D 22/02/2024 136.04 120.68 136.75 -0.2133
Investec BCI Enhanced Income B 23/02/2024 1.00 1.00 1.01 0.0002
Investec Global Leaders Fund A 22/02/2024 127.93 105.06 128.82 1.9362
Investec Global Leaders Fund B 22/02/2024 130.25 106.51 131.13 1.9728
Investec BCI Progressive Yield A 23/02/2024 1.14 1.06 1.16 0.0061
Investec BCI Property Fund A 23/02/2024 0.99 0.81 0.99 0.0080
Investec BCI Global Leaders Equity B 23/02/2024 1.44 1.11 1.44 0.0359
Investec BCI Global Leaders Equity H 23/02/2024 1.43 1.10 1.43 0.0356
Investec BCI Property Fund H 23/02/2024 0.99 0.81 0.99 0.0080
Investec Global Sustainable Equity B 22/02/2024 112.30 97.12 112.53 1.0802
Investec Global Sustainable Equity A 22/02/2024 110.68 95.86 111.21 1.0632
Investec Global Growth Fund D 22/02/2024 127.42 111.65 127.56 1.3045
Investec Global Balanced Fund A 22/02/2024 116.85 105.37 117.09 0.8574
Investec Global Balanced Fund B 22/02/2024 118.73 106.92 118.96 0.8727
Investec Global Balanced Fund D 22/02/2024 120.14 108.08 120.36 0.8840
Investec Global Growth Fund A 22/02/2024 123.73 108.68 123.89 1.2642
Investec BCI Global Sustainable Equity Feeder Fund A 22/02/2024 1.13 0.97 1.13 0.0126
Investec BCI Global Sustainable Equity Feeder Fund B 22/02/2024 1.14 0.98 1.14 0.0128
Investec BCI Global Sustainable Equity Feeder Fund H 22/02/2024 1.14 0.97 1.14 0.0127
Investec Global Growth Fund B 22/02/2024 125.93 110.45 126.08 1.2882
Investec Global Sustainable Equity D 22/02/2024 113.40 97.98 113.43 1.0916
Investec BCI Diversified Growth Fund of Funds H 22/02/2024 1.35 1.25 1.37 0.0155
Investec BCI Progressive Yield H 23/02/2024 1.14 1.06 1.16 0.0061
Investec BCI Global Leaders Equity A 23/02/2024 1.41 1.10 1.41 0.0352
Investec BCI Diversified Growth Fund of Funds B 22/02/2024 1.35 1.25 1.37 0.0155
Investec BCI Diversified Growth Fund of Funds A 22/02/2024 1.35 1.25 1.37 0.0154
Investec Global Leaders Fund D 22/02/2024 131.80 107.47 132.68 1.9973
Investec BCI Active Income Fund of Funds H 22/02/2024 1.03 1.00 1.04 0.0004
Investec World Axis Global Equity D 22/02/2024 146.64 121.73 147.67 0.3796
Investec World Axis Flexible D 22/02/2024 135.53 124.74 135.83 0.0774
Investec World Axis Cautious Fund D 22/02/2024 122.02 114.09 122.21 0.0012
Investec BCI Active Income Fund of Funds C 22/02/2024 1.03 1.00 1.04 0.0004
Investec World Axis Flexible B 22/02/2024 234.88 216.79 235.41 0.1322
Investec BCI Active Income Fund of Funds B 22/02/2024 1.03 1.00 1.04 0.0005
Investec BCI Balanced Fund of Funds B 22/02/2024 1.95 1.82 1.97 0.0163
Investec BCI Dynamic Equity H 23/02/2024 1.54 1.46 1.62 0.0005
Investec World Axis Cautious Fund B 22/02/2024 146.09 136.98 146.39 0.0002
Investec World Axis Flexible A 22/02/2024 224.45 208.04 224.96 0.1236
Investec BCI Balanced Fund of Funds H 22/02/2024 1.93 1.81 1.95 0.0162
Investec BCI Equity Fund H 23/02/2024 2.37 2.17 2.38 0.0236
Investec BCI World Axis Core Feeder Fund B 22/02/2024 1.31 1.11 1.31 0.0162
Investec BCI World Axis Core Feeder Fund A 22/02/2024 1.30 1.11 1.30 0.0160
Investec BCI World Axis Cautious Feeder Fund H 22/02/2024 1.35 1.18 1.35 0.0201
Investec BCI Flexible Bond Fund A A 23/02/2024 1.01 0.99 1.03 -0.0046
Investec BCI Protected Equity B 23/02/2024 1.30 1.27 1.39 0.0028
Investec BCI Protected Equity A 23/02/2024 1.30 1.26 1.38 0.0028
Investec World Axis Global Equity B 22/02/2024 231.68 192.87 233.32 0.5979

Minimum Disclosure Documents and General Investor Reports

Monthly

  • Minimum Disclosure Documents for South African funds

    Investec BCI Balanced Fund of Funds Minimum Disclosure Document PDF 1.73 MB
    Investec BCI Balanced High Equity Fund Minimum Disclosure Document PDF 1.68 MB
    Investec BCI Equity Unit Trust Minimum Disclosure Document PDF 1.65 MB
    Investec BCI Dynamic Equity Unit Trust Minimum Disclosure Document PDF 1.65 MB
    Investec BCI Active Income Fund of Funds Minimum Disclosure Document PDF 1.71 MB
    Investec BCI Property Fund Minimum Disclosure Document PDF 1.68 MB
    Investec BCI Progressive Yield Fund Minimum Disclosure Document PDF 1.65 MB
    Investec BCI Diversified Growth Fund of Funds Minimum Disclosure Document PDF 1.68 MB
    Investec BCI Diversified Income Fund Minimum Disclosure Document PDF 1.68 MB
    Investec BCI Global Leaders Equity Fund (ZAR) Minimum Disclosure Document PDF 1.65 MB
    Investec BCI Global Sustainable Equity Fund (ZAR) Minimum Disclosure Document PDF 1.65 MB
    Investec BCI Protected Equity Fund Minimum Disclosure Document PDF 1.65 MB
    Investec BCI Enhanced Income Fund Minimum Disclosure Document PDF 1.67 MB
    Investec BCI World Axis Cautious Feeder Fund Minimum Disclosure Document PDF 1.62 MB
    Investec BCI World Axis Core Feeder Fund Minimum Disclosure Document PDF 1.65 MB
    Investec BCI World Axis Flexible Feeder Fund Minimum Disclosure Document PDF 1.65 MB
    Investec BCI World Axis Global Equity Feeder Fund Minimum Disclosure Document PDF 1.62 MB
  • Minimum Disclosure Documents for International funds

    Investec World Axis Cautious Fund Minimum Disclosure Document PDF 1.59 MB
    Investec World Axis Core Fund Minimum Disclosure Document PDF 1.59 MB
    Investec World Axis Flexible Fund Minimum Disclosure Document PDF 1.59 MB
    Investec World Axis Global Equity Fund Minimum Disclosure Document PDF 1.59 MB
    Investec Global Balanced Fund Minimum Disclosure Document PDF 1.61 MB
    Investec Global Growth Fund Minimum Disclosure Document PDF 1.61 MB
    Investec Global Leaders Fund Minimum Disclosure Document PDF 1.58 MB
    Investec Global Sustainable Equity Fund Minimum Disclosure Document PDF 1.58 MB

Quarterly

  • Minimum Disclosure Documents for South African funds

    Investec BCI Balanced Fund of Funds Minimum Disclosure Document PDF 1.7 MB
    Investec BCI Balanced High Equity Fund Minimum Disclosure Document PDF 1.73 MB
    Investec BCI Equity Unit Trust Minimum Disclosure Document PDF 1.66 MB
    Investec BCI Dynamic Equity Unit Trust Minimum Disclosure Document PDF 1.66 MB
    Investec BCI Active Income Fund of Funds Minimum Disclosure Document PDF 1.66 MB
    Investec BCI Property Fund Minimum Disclosure Document PDF 1.68 MB
    Investec BCI Progressive Yield Fund Minimum Disclosure Document PDF 1.63 MB
    Investec BCI Diversified Growth Fund of Funds Minimum Disclosure Document PDF 1.7 MB
    Investec BCI Diversified Income Fund Minimum Disclosure Document PDF 1.7 MB
    Investec BCI Global Leaders Equity Fund (ZAR) Minimum Disclosure Document PDF 1.66 MB
    Investec BCI Global Sustainable Equity Fund (ZAR) Minimum Disclosure Document PDF 1.66 MB
    Investec BCI Protected Equity Fund Minimum Disclosure Document PDF 1.68 MB
    Investec BCI Enhanced Income Fund Minimum Disclosure Document PDF 1.68 MB
    Investec BCI Enhanced Income Fund PDF 1.01 MB
    Investec BCI World Axis Cautious Feeder Fund Minimum Disclosure Document PDF 1.66 MB
    Investec BCI World Axis Core Feeder Fund Minimum Disclosure Document PDF 1.66 MB
    Investec BCI World Axis Flexible Feeder Fund Minimum Disclosure Document PDF 1.66 MB
    Investec BCI World Axis Global Equity Feeder Fund Minimum Disclosure Document PDF 1.67 MB
  • General Investor Reports for South African funds

    Investec BCI Balanced Fund of Funds General Investor Report PDF 1.06 MB
    Investec BCI Balanced High Equity Fund General Investor Report PDF 1.05 MB
    Investec BCI Equity Unit Trust General Investor Report PDF 1.01 MB
    Investec BCI Dynamic Equity Unit Trust General Investor Reports PDF 1.01 MB
    Investec BCI Active Income Fund of Funds General Investor Report PDF 1.02 MB
    Investec BCI Property Fund General Investor Report PDF 1.02 MB
    Investec BCI Progressive Yield Fund General Investor Report PDF 1006.48 KB
    Investec BCI Diversified Growth Fund of Funds General Investor Report PDF 1.06 MB
    Investec BCI Diversified Income Fund General Investor Report PDF 1.03 MB
    Investec BCI Global Leaders Equity Fund (ZAR) General Investor Report PDF 1.01 MB
    Investec BCI Global Sustainable Equity Fund (ZAR) General Investor Reports Minimum Disclosure Document PDF 1.01 MB
    Investec BCI Protected Equity Fund General Investor Report PDF 1.01 MB
    Investec BCI Enhanced Income Fund PDF 1.01 MB
    Investec BCI World Axis Cautious Feeder Fund General Investor Report PDF 1.03 MB
    Investec BCI World Axis Core Feeder Fund General Investor Report PDF 1.02 MB
    Investec BCI World Axis Flexible Feeder Fund General Investor Report PDF 1.03 MB
    Investec BCI World Axis Global Equity Feeder Fund General Investor Report PDF 1.02 MB
  • Minimum Disclosure Documents for International funds

    Investec World Axis Cautious Fund Minimum Disclosure Document PDF 1.72 MB
    Investec World Axis Core Fund Minimum Disclosure Document PDF 1.66 MB
    Investec World Axis Flexible Fund Minimum Disclosure Document PDF 1.77 MB
    Investec World Axis Global Equity Fund Minimum Disclosure Document PDF 1.75 MB
    Investec Global Balanced Fund Minimum Disclosure Document PDF 1.61 MB
    Investec Global Growth Fund Minimum Disclosure Document PDF 1.61 MB
    Investec Global Leaders Fund Minimum Disclosure Document PDF 1.59 MB
    Investec Global Sustainable Equity Fund Minimum Disclosure Document PDF 1.59 MB
    Investec Global Balanced Portfolio (USD) PDF 1.65 MB
    Investec Global Growth Portfolio (USD) PDF 1.71 MB
  • General Investor Reports for International funds

    Investec World Axis Cautious Fund General Investor Report PDF 1.02 MB
    Investec World Axis Core Fund General Investor Report PDF 1.03 MB
    Investec World Axis Flexible Fund General Investor Report PDF 1.03 MB
    Investec World Axis Global Equity Fund General Investor Report PDF 1.59 MB
    Investec Global Balanced Fund General Investor Report PDF 974.93 KB
    Investec Global Growth Fund General Investor Report PDF 974.67 KB
    Investec Global Leaders Fund General Investor Report PDF 975.23 KB
    Investec Global Sustainable Equity Fund General Investor Report PDF 975.21 KB

* Please note the factsheets for segregated mandates are only published quarterly.