Investec Wealth & Investment Ltd

Website: https://www.investec.com/en_gb/wealth.html

Introduction

At Investec we know that an Adviser’s client needs vary enormously. That’s why we have developed five different investment strategies, enabling Advisers to choose the one most appropriate for an individual client’s needs and attitude to risk.

Collectively, we refer to these approaches as our Managed Portfolio Service (MPS) on Platforms. Actively managed by a dedicated investment team, our MPS on Platforms Service is one of the most competitively priced in the market and rated 5 stars by Defaqto. 

With the comfort of knowing their funds are monitored constantly by a dedicated team, an Adviser’s clients will be able to benefit from a winning combination of Investec’s outstanding investment expertise, exceptional value for money and the backing of a trusted brand.

Models

IWI Defensive (Low Risk Balanced)

IWI Cautious (Low/Medium Risk Balanced)

IWI Balanced (Medium Risk Balanced)

IWI Income (Medium Risk Income)

IWI Growth (Medium/High Risk Growth)

Rebalance schedule

Quarterly

Charges

0.20%

Contact

MPSonPlatforms@investecwin.co.uk

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