South Africa has so much to offer, but there’s also a far bigger world of investment potential beyond our shores. An offshore investment gives you access to opportunities across different countries, industries, companies and currencies, exposing your portfolio to more possibilities while diversifying your risk.
So, while you enjoy life in the country you love, your offshore investment could be discovering a world of investment opportunity.
Since 1991, we’ve been passionate about helping our clients to grow and preserve their wealth. As a global investment manager with a close to 30-year heritage, we are well positioned to meet your offshore needs. While our roots are African, we serve a growing international client base, with investment hubs across the world.
Investing offshore may enhance your returns and reduce risk by diversifying your exposure to a single currency or country. It can help to form a prudent part of your portfolio alongside local investments. The level of exposure depends on your unique needs.
More investment opportunities: When you diversify internationally, you get access to a much wider range of investment opportunities to grow your money across countries, industries, companies and currencies.
Reduce risk of capital loss: Spreading your investments across markets and currencies, minimises the impact of currency depreciation or political and market events on your wealth.
Meet future international goals: Investing offshore may make it easier to fund any international liabilities and help you meet your international goals.
South Africans have an annual allowance of R1 million they can use to invest offshore. You do not need prior approval from the South African Revenue Service or the Reserve Bank to use it. But for amounts above that, you will need clearance from the authorities.
You can use your annual allowance to convert rands into foreign currency. This will enable you to invest directly into offshore funds. Alternatively, you can invest in rand-based funds that offer exposure to global assets.
Invest up to 30% in global assets through our domestic unit trusts, such as the Ninety One Opportunity Fund.
This could suit you if you would like access to global markets using a rand-based fund and you seek offshore exposure of no more than 30%. The remainder of the assets in your chosen fund would be invested locally.
Gain 100% offshore exposure with our international feeder funds such as the Ninety One Global Franchise Feeder Fund – a fund defined by the companies that redefine the world.
This could suit you if you would like to gain access to global markets using a rand-based fund that will give you full exposure to offshore markets.
Convert your rands into a foreign currency (e.g. US dollars) and invest directly in a foreign-domiciled fund such as the Ninety One Global Franchise Fund – a fund defined by the companies that redefine the world.
This could suit you if you’re looking to have full exposure to offshore markets using a foreign currency-based fund.
We offer investors access to leading funds across the globe via a single, integrated investment platform. Our key offshore offerings include the Ninety One Global Investment Portfolio and Ninety One Global Life Portfolio. Find out more about our preferred solutions below.
Choose to invest with Ninety One. Our flexible solutions will help you meet your goals.
We believe in the importance of independent and qualified investment advice. Investments carry risks. Your financial advisor can assess your personal circumstances and identify which solutions/funds best suit your needs.
If you are looking for further information or have any specific questions, call or email us. Our client service consultants are available to assist you with any question you may have.