ABOUT INVESTEC PLC
📊 Investec plc, a multinational specialist banking and asset management group, was incorporated in 1988 and has dual headquarters – in Johannesburg, South Africa and London in the United States.
📊 The company was founded in Johannesburg, South Africa, as Investec Bank Limited, a small-leasing and financing company. Its founders, Larry Nestadt, Errol Grolman and Ian Kantor, grew the company through a combination of organic growth and strategic acquisitions.
📊 It received a banking licence in 1980. In 1988, it was restructured into Investec Group Limited (IGL), giving full control to company management and staff.
📊 Some of the company’s acquisitions include I. Kuper & Company (Pty) Limited, Corporate Merchant Bank Limited and Reicmans Limited. In 1992, the company entered the UK market through its purchase of London-based Allied Trust Bank Limited, its first international acquisition.
📊 It then acquired London-based merchant bank, Guiness Mahon, and Henderson Crosthwaite, its stockbroking arm, in 1998.
📊 Today, the company employs about 8 200 people across its operations.
OVERVIEW OF INVESTEC PLC
Investec plc is a specialist bank and asset manager than focuses on the provision of financial products and services to a global clientele.
The company conducts its operations in three principal markets: the UK and Europe, Southern Africa, and Asia-Pacific. It operates primarily in South Africa, the United Kingdom, Australia and Ireland.
It also has banking operations in Switzerland, Mauritius, Hong Kong, Guernsey, Jersey, India and the United States.
The company’s segments include Asset Management, Wealth & Investment and Specialist Banking. Asset Management offers investment products and services to institutions, advisory clients and individuals, whilst Specialist Banking provides private banking, corporate- and institutional banking services.
The Wealth & Investment segment focuses on the management of investments for private investors, trust, charities and corporate executives.
VISION & VALUES OF INVESTEC PLC
- Investec plc strives to be a distinctive specialist bank and asset manager driven by its commitment to its core values.
- These values include integrity, performance, client-focus and an entrepreneurial spirit.
- The company adheres to all applicable legislation and conducts its operations in a transparent and open manner.
- It values all people and continuously strives to create value for its partners and shareholders who purchase company shares.
MARKET PERFORMANCE OF INVESTEC PLC
Investec plc trades on the London Stock Exchange (LSE) under the stock symbol “INVP”. The company is a constituent of the FTSE 250 Index.
For fiscal 2019, the company recorded total revenue of £ 2.486.3 million, operating income of £ 687.2 million and net income of £ 615.0 million.
This solid performance affords shareholders the confidence to buy or sell company shares in the expectation of solid dividends and returns.
Before buying any stock or share one has to consider a few factors.
STEP 1: PROPER RESEARCH IS ESSENTIAL
Upon deciding you want to buy INVESTEC PLC Stocks / Shares, it is critical for the serious investor to do proper research into the said company. Its values should align with those of the investor’s current portfolio. An investor needs to familiarise himself with the basics and history of the company, as well as its leadership and performance in the market. Its company reports should also be scrutinized.
Consultation with a brokerage firm can also assist in determining whether investing in a specific company will complement the investor’s current portfolio. The investment “risk ladder”, which identifies asset classes based on their relative riskiness, is another useful tool when determining which company’s stock / share is the best to buy.
STEP 2: CALCULATE THE AMOUNT OF INVESTMENT IN INVESTEC PLC STOCKS / SHARES
It is important for an investor to monitor his total investment in stock in order to keep his portfolio aligned to his investment strategy. The overall value of his holdings will change with the fluctuation in stock prices, which can throw his portfolio off balance. To determine the amount to invest, multiply the number of shares of each stock by its current market price to determine the total investment in that specific stock. For example, if you own 100 shares of a $5 stock, multiply 100 by $5 to get $500.
STEP 3: DECIDE ON THE STOCK / SHARE ORDER TYPE
Investors can choose from a market order, a limit order, a stop order (also referred to as a stop-loss order) or a buy/sell stop order. It is important to familiarise yourself with each type’s pros and cons before deciding which one will suit your current stock profile best. An investor should be guided in this choice by his investment objective.
STEP 4: OPEN A BROKERAGE ACCOUNT
A brokerage account – also known as taxable investment account – is similar to a retirement account, but more flexible. Where a retirement account has limitations on the amount of money that can be contributed annually, and restrictions on when funds can be withdrawn, a brokerage account is more flexible. The latter has no income or contribution limit and the investor can withdraw his money at any given time. This flexibility, together with its potential investment gains, makes a brokerage account more attractive to serious investors. Brokerage accounts are ideal for goals or savings that are further than five years away, but closer than retirement. It can also supplement an investor’s emergency savings.
STEP 5: COMMIT AND PURCHASE INVESTEC PLC STOCKS / SHARES
Lastly, commit to the stock. Pro Tip: Monitor the value of your stock to ensure you have a growing stock value and dividend pay-out. Regularly check the share price online to ensure your investment delivers a positive return on investment. You are now a proud owner of INVESTEC PLC stocks / shares.
5 Questions to ask yourself before purchasing any stocks or shares.
- Is it the best time to buy this stock / share?
- Should I buy INVESTEC PLC stocks / shares in the current economic climate?
- Can I afford to buy this stock / share?
- What is the forecast of the stock / share growth?
- What is the current price per earning ration on the stock / share?