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Investec Equity Fund
Overview of Investec Equity Fund
- An equity-only fund for investors seeking capital growth over the long term
- An investment philosophy focused on investing in companies where expected future profits are being revised upwards at reasonable valuation
- A disciplined investment process, based on detailed fundamental analysis and an appreciation of the economic cycle
Fund performance
Source: Profile Data
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Suitable for investors who...
Investors seeking capital growth over the long term
Benchmark
87.5% FTSE/JSE All Share Index (ALSI) + 12.5% MSCI AC World NR (ACWI) (ALSI pre 15/07/2016)
Strategy of Investec Equity Fund
The Investec Equity Fund aims to provide a total return (the combination of income and capital growth) by investing in equities (e.g.company shares)
Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset)
Fund Managers
Chris Freund
Rhynhardt Roodt
Other funds from Investec
Next Webinar
Tax Optimisation for Investors
Speakers → Nick Brummer & Stuart Dyer
11 Jun 25 11:00