Home
           
 
 
Overview of the year
 
 
Divisional
review
 
 
Risk and governance
 
 
Remuneration report
 
 
Our business responsibility
 
 
Additional information
   
 
Financial statements
 
 
                                                                             
 
   
PDF - 118KB
Add page to my report
        View my report View My Report
  What is My Report? What is My Report?
 
 
 
 
 
 
       
    
Additional information   print this page     e-mail this page
Shareholder analysis
   
  We have implemented a Dual Listed Companies (DLC) structure in terms of which we have primary listings both in Johannesburg and London. Investec plc, which houses the majority of
 
our non-Southern African businesses, was listed on the London Stock Exchange on 29 July 2002. Investec plc also has a secondary listing on the JSE Limited (JSE). Investec Limited, which houses our Southern African and Mauritius operations, has been listed in South Africa since 1986.

As at 31 March 2008 Investec plc and Investec Limited had 423.3 million and 234.3 million ordinary shares in issue, respectively.
 
   
Spread of ordinary shareholders as at 31 March 2008  
Investec plc ordinary shares in issue  
Number of
shareholders
Holdings
% of total
shareholders
Number of
shares in issue
% of issued
share capital
6 164 1 to 500 32.6 1 765 234 0.4
4 385 501 to 1 000 23.2 3 477 335 0.8
5 596 1 001 to 5 000 29.6 13 235 804 3.1
1 026 5 001 to 10 000 5.3 7 664 017 1.8
1 031 10 001 to 50 000 5.4 23 804 401 5.6
257 50 001 to 100 000 1.4 17 990 847 4.2
464 100 001 and over 2.5 355 381 861 84.1
18 923   100.0 423 319 499 100.0
 
   
   
Investec Limited ordinary shares in issue  
Number of
shareholders
Holdings
% of total
shareholders
Number of
shares in issue
% of issued
share capital
4 235 1 to 500 41.3 1 070 304 0.5
2 105 501 to 1 000 20.5 1 631 496 0.7
2 588 1 001 to 5 000 25.3 5 911 003 2.5
446 5 001 to 10 000 4.4 3 278 657 1.4
514 10 001 to 50 000 5.0 11 844 549 5.1
142 50 001 to 100 000 1.4 10 368 935 4.4
218 100 001 and over 2.1 200 206 370 85.4
10 248   100.0 234 311 314 100.0
 
   
Shareholder classification as at 31 March 2008  
  Investec plc
number of
shares
% holding

Investec
Limited
number of
shares
% holding
Public* 410 337 813 96.9 191 902 690 81.9
Non-public 12 981 686 3.1 42 408 624 18.1
Non-executive directors of Investec plc/Investec Limited** 3 362 190 0.8 2 311 830 1.0
Executive directors of Investec plc/Investec Limited *7 507 128 1.8 6 127 505 2.6
Investec staff share schemes 2 112 368 0.5 20 913 734 8.9
Peu Group (Proprietary) Limited** - - 13 055 555 5.6
Total 423 319 499 100.0 234 311 314 100.0
 
* As per the JSE Limited listing requirements.
** In November 2003, Investec implemented an empowerment transaction. The shareholding of MP Malungani (non-executive director of Investec) is shown under the holding of Peu Group (Proprietary) Limited. 
 
 
Largest shareholders as at 31 March 2008  
In accordance with the terms provided for in Section 793 of the UK Companies Act 2006 and Section 140A of the South African Companies Act, 1973, we have conducted investigations into the registered holders of our ordinary shares (including nominee and asset management companies) and the results are as disclosed below.   
   
Investec plc  
Shareholder analysis by manager group Number of shares % holding
1 Public Investment Commissioner (ZA) 38 386 376 9.1
2 Old Mutual Asset Managers (ZA) 30 738 426 7.3
3 Investec Securities (Pty) Limited (ZA)* 27 170 269 6.4
4 Legal & General Investment Mgmt Ltd (UK) 19 383 804 4.6
5 Coronation Fund Managers (ZA) 19 212 614 4.5
6 RMB Asset Management (ZA) 15 332 295 3.6
7 JP Morgan Asset Management (UK) 14 320 783 3.4
8 Jupiter Asset Management Limited (UK) 13 173 074 3.1
9 Investec Asset Management (ZA)* 10 663 833 2.5
10 Sanlam Investment Management (ZA) 10 232 649 2.4
Cumulative total 198 614 123 46.9
 
   
The top 10 shareholders account for 46.9% of the total shareholding in Investec plc. This information is based on a threshold of 20 000 shares. Some major fund managers hold additional shares below this, which may cause the above figures to be marginally understated.   
   
Investec Limited  
Shareholder analysis by manager group Number of shares % holding
1 Public Investment Commissioner (ZA) 28 825 669 12.3
2 Investec Staff Share Schemes (ZA) 20 913 734 8.9
3 Investec Asset Management (ZA)* 15 778 185 6.7
4 STANLIB Asset Management (ZA) 15 671 328 6.7
5 Tiso INL Investments (Pty) Ltd (ZA)** 14 000 000 6.0
6 Entrepreneurial Development Trust (ZA)** 14 000 000 6.0
7 Peu INL Investment 1 (Pty) Ltd (ZA)** 13 055 555 5.6
8 Old Mutual Asset Managers (ZA) 11 452 929 4.9
9 Investec Securities (Pty) Limited (ZA)* 8 843 792 3.8
10 RMB Asset Management (ZA) 7 147 243 3.1
Cumulative total 149 688 435 64.0
 
   
The top 10 shareholders account for 64.0% of the total shareholding in Investec Limited. This information is based on a threshold of 20 000 shares. Some major fund managers hold additional shares below this, which may cause the above figures to be marginally understated.   
   
* Managed on behalf of clients.
** In November 2003, Investec Limited implemented an empowerment transaction in which empowerment partners and an employee share scheme acquired 25.1% of the equity shareholding in Investec Limited. 
 
   
Page | 1 | 2 |        
   
page up  
   
Next page | Investec Annual Report 2008 - Shareholder analysis 2/2  
        
 
       Disclaimer    |    Contact Us    |    Tools available in this report