Investec Investment Management

Investec Investment Management

Investec Wealth & Investment specialises in partnering with high net-worth individuals, their families, charitable trusts and pension funds. We are the largest manager of private client wealth in South Africa and one of the largest managers of wealth in the United Kingdom. We manage in excess of $70 billion on our clients’ behalf.

We have established investment operations in the United Kingdom (24 offices), Switzerland, Channel Islands, Mauritius and South Africa, offering you a deep understanding of developed and emerging market fundamentals.

Through your dedicated Investment Manager we give you access to active portfolio management, stockbroking and unique investment opportunities (across most asset classes, including alternative investments, private equity and structured products) as well as rigorous local and global investment processes.

Get Social with Investec Investment Management

MDDs

Minimum Disclosure Document Date: 31 July 2026

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
Investec FR Active Income Fund of Funds (A) IWIAA 106.77 08 September 2026 pdf
Investec FR Balanced Fund of Funds (A) IWIBF 255.90 08 September 2026 pdf
Investec FR Balanced High Equity Fund (A) IWIBHA 174.29 08 September 2026 pdf
Investec FR Diversified Growth Fund of Funds (A) INVFA 186.96 08 September 2026 pdf
Investec FR Dynamic Equity Fund (A) IWIDEA 213.81 08 September 2026 pdf
Investec FR Enhanced Income Fund (A) INVIFD 100.13 08 September 2026 pdf
Investec FR Equity Fund (A) IWIEF 322.38 08 September 2026 pdf
Investec FR Flexible Bond Fund (A) INWIFA 118.03 08 September 2026 pdf
Investec FR Global Leaders Equity Feeder Fund (A) IWBGFA 139.31 08 September 2026 pdf
Investec FR Global Sustainable Equity Feeder Fund (A) INFDZA 123.17 08 September 2026 pdf
Investec FR Institutional Balanced Fund (A) IBIBFA 110.79 08 September 2026 pdf
Investec FR Progressive Yield Fund (A) INVWYA 140.67 08 September 2026 pdf
Investec FR Property Fund (A) INVPA 140.65 08 September 2026 pdf
Investec FR SA Equity Fund (A) IBSEFA 101.92 08 September 2026 pdf
Investec FR World Axis Cautious Feeder Fund (A) INACFA 138.63 08 September 2026 pdf
Investec FR World Axis Core Feeder Fund (A) INCOFA 144.85 08 September 2026 pdf
Investec FR World Axis Flexible Feeder Fund (A) INCFFA 147.53 08 September 2026 pdf
Investec FR World Axis Global Equity Feeder Fund (A) INGEFA 165.93 08 September 2026 pdf

Awards

Financial Times of London and Euromoney's Private Banking and Wealth Management Survey - Best Private Bank and Wealth Manager in South for 10 consecutive years

Financial Times of London as the Best Private Bank and Wealth Manager in Africa for philanthropy services

Citywire Best Fund Manager: Equity - Barry Shamley

Citywire Best Fund Manager: Mixed Assets (USD): Riaan Wagner & Ryan Friedman