Offshore Equity & Multi-Asset Portfolios

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Why have an offshore equity portfolio

There are numerous reasons why one would consider investing in offshore equity markets:

  • portfolio diversification;
  • hedge against the depreciation of the South African Rand; and
  • local investment opportunities are limited ‐ South Africa represents less than one percent of the world economy.

Balanced Portfolio

The offshore balanced portfolio is a traditional multi-asset, moderate risk portfolio with the majority of the portfolio exposed to equities and the rest in listed property and fixed-income. Within a global investment context, developed markets are preferred over more volatile emerging markets. The investment approach is active in terms of both security selection and asset allocation and the holding period of the investment securities tend to be longer-term. The expected return profile, although lower, is less volatile than traditional equity portfolios and is thus perfectly suited for more risk-averse investors with a medium to long-term time frame. The management of the portfolio is based on our offshore balanced model portfolio and underpinned by our overarching investment philosophy and houseview.

  • Offshore Balanced PortfolioAsset Allocation
  • Equity55% - 70%
  • Fixed Income20% - 35%
  • Listed Property6% - 12%
  • Total100%

Offshore Growth Portfolio

The offshore growth portfolio is an aggressive equity portfolio and is therefore suited towards investors with a long term time horizon, who can withstand sustained periods of volatility. Although developed markets represents the majority of the geographical exposure, emerging markets are not excluded as a whole as it contains lucrative investment opportunities. The investment approach is active in terms of both security selection and asset allocation and the holding period of the investment securities tend to vary as business profiles and market movements affect share valuations. The management of the portfolio is based on our offshore growth model portfolio and underpinned by our overarching investment philosophy and houseview.

  • Offshore Growth PortfolioAsset Allocation
  • Equity95% - 100%
  • Fixed Income0%
  • Listed Property0% - 5%
  • Total100%

Offshore Bespoke Portfolio

We offer custom-built share portfolios for private clients. The portfolios can be held in the entity of choice (individual/company). When tailoring a portfolio, the portfolio managers work closely with the investor to determine what type of portfolio will best suit their requirements.

The type and composition of portfolios are vast and can range from conservative portfolios that focus on generating dividend incomes, through to very aggressive equity portfolios that aims to maximise the growth potential.

Target Investor

Vision

An investor who is looking to build long-term wealth

Growth

An investor who want to diversify his portfolio through offshore investments

Time

An investor seeking currency diversification and still maintain equity exposure

Consistency

Preferably an investor must have a time horizon of more than 3 years

Personal

An investor who is not afraid of volatility

Minimum Investment

Minimum Investment of USD 40 000

Management Fee

1% p.a. ex. VAT. Investment of USD 40 000 or more

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