Portfolio management

For your growth and income needs

Rows of Vineyards grow in this picturesque valley near Cape Town

Whether you want to grow your wealth or generate an income, Investec’s investment portfolio management expertise can help realise your goals.

Holistic perspective

We look at your specific needs to offer customised portfolio management built around your goals, family and life stage. 

Global strategy

Your portfolio will benefit from our rigorous global investment process that draws on our expert network across the world.

Research-driven decision making

Our insights and decisions are backed by in-depth research and extensive knowledge of companies across industries and investment landscapes.

Choose Investec Portfolio Management if you’re looking to:

Allocate a minimum of R3m to be invested

Benefit from diversified local and global market exposure

Access insightful, personal advice backed by experience and research

Find your impact with the Class of 2030
Raging Bull awards 2024

Find out more about our Portfolio Management services by selecting an investment portfolio option below: 

Domestic Investments

Long-term Growth Portfolio
Listed Property Portfolio
Progressive Yield Portfolio
Multi-Asset Class Funds

Long-term Growth Portfolio

Listed Property Portfolio

Progressive Yield Portfolio

Multi-Asset Class Funds

Domestic Investments Portfolio Factsheets

Investec Growth Portfolio for Charities PDF 1.64 MB
Investec Listed Property Portfolio PDF 1.66 MB
Investec Long-Term Growth Portfolio PDF 1.65 MB
Investec Managed High Equity Portfolio PDF 1.65 MB
Investec Managed High Equity Portfolio with Offshore PDF 1.66 MB
Investec Managed Low Equity Portfolio PDF 1.65 MB
Investec Managed Low Equity Portfolio with Offshore PDF 1.65 MB
Investec Managed Medium Equity Portfolio PDF 1.65 MB
Investec Managed Medium Equity Portfolio with Offshore PDF 1.65 MB
Investec Progressive Yield Portfolio PDF 1.7 MB
Investec Stable Portfolio for Charities PDF 1.64 MB

Offshore Investments

Global Leaders Portfolio
Global Multi-Asset Class Portfolio

Global Leaders Portfolio

Global Multi-Asset Class Portfolio

Offshore investments portfolio factsheets

Monthly Minimum Disclosure Documents

Investec Global Leaders Fund Minimum Disclosure Document PDF 1.61 MB
Investec World Axis Cautious Fund Minimum Disclosure Document PDF 1.83 MB
Investec World Axis Core Fund Minimum Disclosure Document PDF 1.84 MB
Investec World Axis Flexible Fund Minimum Disclosure Document PDF 1.77 MB
Investec World Axis Global Equity Fund Minimum Disclosure Document PDF 1.86 MB

Quarterly Factsheets and Minimum Disclosure Documents

Investec Global Balanced Portfolio (USD) Factsheet PDF 1.66 MB
Investec Global Growth Portfolio (USD) Factsheet PDF 1.66 MB
Investec Global Leaders Portfolio Factsheet PDF 1.66 MB
Investec Global Leaders Fund Minimum Disclosure Document PDF 1.61 MB
Investec World Axis Cautious Fund Minimum Disclosure Document PDF 1.62 MB
Investec World Axis Core Fund Minimum Disclosure Document PDF 1.63 MB
Investec World Axis Flexible Fund Minimum Disclosure Document PDF 1.61 MB
Investec World Axis Global Equity Fund Minimum Disclosure Document PDF 1.62 MB


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

General investor reports

Investec Global Leaders Fund General Investor Report PDF 973.47 KB
Investec World Axis Cautious Fund General Investor Report PDF 988.18 KB
Investec World Axis Core Fund General Investor Report PDF 1018.89 KB
Investec World Axis Flexible Fund General Investor Report PDF 986.96 KB
Investec World Axis Global Equity Fund General Investor Report PDF 1010.92 KB

Find a balanced retirement portfolio to suit your needs

We offer balanced portfolios which adhere to the principles and guidelines set out in Regulation 28 of the Pension Fund Act.

Investec Balanced High Equity Portfolio PDF 1.65 MB
Investec Balanced High Equity Portfolio including Offshore PDF 1.65 MB
Investec Balanced Low Equity Portfolio PDF 1.65 MB
Investec Balanced Low Equity Portfolio including Offshore PDF 1.65 MB
Investec Balanced Medium Equity Portfolio PDF 1.65 MB
Investec Balanced Medium Equity Portfolio including Offshore PDF 1.65 MB

Start your wealth journey with us

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

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Multi Asset Class Portfolio

Paul Deuchar
Paul Deuchar, Head of Investec Investment Management

As long-term investors, we’re happy to hold on to quality stocks through times of weakness; provided we’re satisfied the investment case holds.

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.

Wealth management

Grow, manage and preserve your wealth, leveraging the strategic insight of some of the world's leading investment minds.

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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