Offshore investing

South Africa has so much to offer, but there’s also a far bigger world of investment potential beyond our shores.
South Africa has so much to offer, but there’s also a far bigger world of investment potential beyond our shores.

Discover a world of investment potential.

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 investment could be discovering a world of investment opportunity.

As a global provider with a 28-year heritage, we are well positioned to meet your offshore needs. While our roots are African, we serve a growing international client base, with our investment teams represented in established investment hubs across the world.

Invest globally with a partner you trust locally.

Benefits of investing offshore

01

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.

02

Minimised 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.

03

Meet future international goals: Investing offshore may make it easier to fund any international liabilities and help you meet your international goals.

Invest globally with a partner you trust locally.

How to invest offshore

Unit Trusts

Invest up to 30% in global assets through our domestic unit trusts, such as the Opportunity Fund.

View Opportunity Fund

Global Franchise Feeder Fund

Gain offshore exposure with our international feeder funds such as the Global Franchise Feeder Fund.

View Global Franchise Feeder Fund

Convert your rands and invest

Convert your rands and invest directly in a foreign-domiciled fund such as Global Franchise Fund.

View Global Franchise Fund

Offshore products

Our key offshore offering is a flexible solution with minimal administrative complexity. Products available on our Investment platform.

View our offshore solutions

Important information

This communication was originally published by Investec Asset Management (Pty) Ltd, the predecessor of Ninety One SA (Pty) Ltd. The information is accurate as at the original date of publication, but any views expressed may no longer be current. The communication has been republished in our new branding but has not otherwise been updated.

All information provided is product related and is not intended to address the circumstances of any particular individual or entity. We are not acting and do not purport to act in any way as an advisor or in a fiduciary capacity. No one should act upon such information without appropriate professional advice after a thorough examination of a particular situation. This is not a recommendation to buy, sell or hold any particular security. Collective investment scheme funds are generally medium to long term investments and the manager, Investec Fund Managers SA (RF) (Pty) Ltd, gives no guarantee with respect to the capital or the return of the fund. Past performance is not necessarily a guide to future performance. The value of participatory interests (units) may go down as well as up. Funds are traded at ruling prices and can engage in borrowing and scrip lending. The fund may borrow up to 10% of its market value to bridge insufficient liquidity. A schedule of charges, fees and advisor fees is available on request from the manager which is registered under the Collective Investment Schemes Control Act. Additional advisor fees may be paid and if so, are subject to the relevant FAIS disclosure requirements. Performance shown is that of the fund and individual investor performance may differ as a result of initial fees, actual investment date, date of any subsequent reinvestment and any dividend withholding tax. There are different fee classes of units on the fund and the information presented is for the most expensive class. Fluctuations or movements in exchange rates may cause the value of underlying international investments to go up or down. Where the fund invests in the units of foreign collective investment schemes, these may levy additional charges which are included in the relevant Total Expense Ratio (TER). A higher TER does not necessarily imply a poor return, nor does a low TER imply a good return. The ratio does not include transaction costs. The current TER cannot be regarded as an indication of the future TERs. Additional information on the funds may be obtained, free of charge, at www.ninetyone.com. The Manager, PO Box 1655, Cape Town, 8000, Tel: 0860 500 100. The scheme trustee is FirstRand Bank Limited, PO Box 7713, Johannesburg, 2000, Tel: (011) 282 1808. A feeder fund is a fund that, apart from assets in liquid form, consists solely of units in a single fund of a collective investment scheme which levies its own charges which could then result in a higher fee structure for the feeder fund. The fund is a sub-fund in the Investec Global Strategy Fund, 49 Avenue J.F. Kennedy, L-1855 Luxembourg, Grand Duchy of Luxembourg, and is approved under the Collective Investment Schemes Control Act. This document is the copyright of Ninety One SA (Pty) Ltd and its contents may not be re-used without Ninety One SA (Pty) Ltd’s prior permission. Ninety One SA (Pty) Ltd is a member of the Association for Savings and Investment SA (ASISA). Ninety One SA (Pty) Ltd are authorised financial services providers.