Investec Equity Fund

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

The Investec Equity Fund aims to provide investors with capital growth over the long term. The objective is to achieve returns well in excess of the FTSE/JSE All Share Index, measured over three year periods.

Strategy

The fund is actively managed and invests in South African equities. The mandate is not restricted to any specific investment style. The investment strategy is underpinned by extensive research focusing on three sector groupings: resources, industrials and financials. The focus is predominantly on individual stock selection. However, macro-economic considerations such as interest rates and the performance of the rand also play an integral part in constructing the portfolio.

Offshore Exposure:

Yes

Inception Date:

1 November 1987

Fund Code:

INFE

Fund Manager(s):

Adrian De Fay
Investec Asset Management

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The Investec Managed Fund aims to provide investors with stable growth of capital over the long term. The objective is to achieve returns well in excess of the fund’s peer group average, measured over three to five year periods.