Investec — Investec Wealth & Investment — Fact Sheet (January 2024)

2 slides from Investec's fact sheet, January 2024

Slide 1: Update on performance – for clients of Financial Advisers
Update on performance – for clients of Financial Advisers 4 t h Q U A R TE R 2 0 2 3 A R C G B P C A U TI O U S P R I V A TE C L I E N T I N D E X ( P C I ) F o r c l i e n t s o f F i n a n c i a l Ad vi s e r s o n l y We are often asked how our portfolios have performed historically but comparing
Slide 2: Historic monthly returns for IW&I PCI – IFA clients only
Historic monthly returns for IW&I PCI – IFA clients only IW&I Cautious (IFA clients only) Jan % Feb % Mar % Apr % May % Jun % Jul % Aug % Sep % Oct % Nov % Dec % YTD 2008 (Since Oct) -2.66 0.90 2.66 0.8% 2009 -1.09 -0.69 0.37 2.37 1.15 -0.22 1.97 3.42 1.29 -0.15 0.95 0.51 10.2% 2010 -0.36 1.28 2.48