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 B A L A N C E D 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 comparin
Slide 2: Historic monthly returns for IW&I PCI – IFA clients only
Historic monthly returns for IW&I PCI – IFA clients only IW&I Balanced (IFA clients only) Jan % Feb % Mar % Apr % May % Jun % Jul % Aug % Sep % Oct % Nov % Dec % YTD 2008 (Since Oct) -6.89 -0.32 3.89 -3.6% 2009 -2.86 -2.97 1.13 5.49 2.23 -0.97 3.89 5.06 3.11 -0.53 1.40 2.20 18.1% 2010 -1.59 2.25 3.9