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Investec Opportunity Fund
Overview of Investec Opportunity Fund
The Investec Opportunity Fund is Investec’s one-stop fund, for moderate investors looking for a simple solution to achieve inflation beating returns, while mitigating downside risk. The Investec Opportunity Fund places strong emphasis on absolute returns and capital preservation. The portfolio will achieve this through active asset allocation and stock selection, with a bias towards stocks that are priced below their intrinsic value.
Fund performance
Source: Profile Data
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Suitable for investors who...
- Want a singular investment solution that offers real returns, with less variability than traditional balanced funds.
- Want a fund that is compliant with retirement annuity regulations.
Benchmark
The Investec Opportunity Fund's target is to achieve returns well in excess of inflation, which is CPI + 6% under current market conditions.
Strategy of Investec Opportunity Fund
The Investec Opportunity Fund invests in a combination of equities and fixed interest investments, for both domestic and international assets. In compliance with prudential guidelines, the fund’s exposure to equity and international exposure is limited to 75% and 25% respectively.
Fund Manager
Clyde Rossouw
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