Fund Overview

Risk Profile

Objective

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.

Investor Profile

• A balanced fund for investors who don’t want to actively manage their own asset allocation

Strategy

The fund invests in a mix of South African equities, bonds and money market instruments, as well as international equity and fixed interest investments. Regulation 28 currently limits equity exposure to 75% of the fund (90% with listed property) and international exposure to 20% (for retirement funds exempted from the 15% limit). The allocation of assets is actively managed with a strong bias towards equities.

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