Overview of Investec Worldwide Flexible Fund
- Unconstrained and fully flexible, the Fund aims to maximize long-term total returns (comprising capital growth and
income) by investing across a wide spectrum of asset classes, in both local and foreign markets
- Asset allocation decisions are based on a disciplined investment process that considers fundamental drivers,
reasonable valuation and investor behaviour
- Equity selection employs a tested investment philosophy focused on investing in reasonably valued companies
receiving positive earnings revisions that are expected to endure
Fund performance
Source: Profile Data
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Suitable for investors who...
The Investec Worldwide Flexible Fund is ideal for South African investors seeking maximum flexibility and offshore investments. It is an unconstrained fund which aims to find the best investment opportunities regardless of geography or asset class.
Benchmark
Benchmark: 35% FTSE/JSE All Share Index (ALSI), 35% MSCI AC World NR (ACWI), 15% Barclays Capital Global Aggregate (BGBA), 15% JSE ASSA All Bond Index (ALBI)
Strategy of Investec Worldwide Flexible Fund
- The Investec Worldwide Flexible Fund aims to maximise total real returns through active and unconstrained management
- The Fund’s managers can invest in a mix of local and foreign assets, including equities (e.g. company shares),
cash and bonds (contracts to repay borrowed money which typically pay interest at fixed times)
- The Investec Worldwide Flexible Fund is unrestricted in its choice of companies either by size, industry or geography
- 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
Rhynhardt Roodt
Rüdiger Naumann
Other funds from
Investec
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