Investing offshore

With Ninety One, your money doesn’t need a passport to travel. Diversify your investments by gaining exposure to offshore markets.
With Ninety One, your money doesn’t need a passport to travel. Diversify your investments by gaining exposure to offshore markets.

Let your money see the world with Ninety One.

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.

With Ninety One’s range of offshore funds and solutions, your money could be discovering a world of investment opportunity.

When your money leaves local shores, we’re ready to welcome it abroad.

Since 1991, we’ve been passionate about helping our clients grow and preserve their wealth. As South Africa’s largest investment manager with a 30-year heritage, we are well positioned to meet your offshore needs. Our roots are African, but our business is global, with 250 investment professionals in five investment hubs across the world serving clients from 112 countries.

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Globally recognised investment manager

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Proud of our South African roots

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Range of local & global funds & solutions

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30 years of helping our clients

The benefits of investing offshore

01

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.

02

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.

03

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.

04

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

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How to add offshore exposure to your portfolio:

Foreign currency funds

Convert your rands into a foreign currency (e.g. US dollars) and invest directly in a foreign-domiciled fund. This could suit you if you’re looking to have full exposure to offshore markets using a foreign currency-based fund.

Minimum investment:
US$25,000 or the equivalent in euros and sterling

Here’s how it works:

South Africans have an annual discretionary allowance of R1 million and an annual investment allowance of R10 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 the discretionary allowance. But for amounts above R1 million, 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.

We offer investors access to leading funds across the globe via a single, integrated investment platform in our Ninety One Global Investment Portfolio.

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Financial advice

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.

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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.

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Important information
All information and opinions provided are of a general nature and are 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 or opinion without appropriate professional advice after a thorough examination of a particular situation. We endeavour to provide accurate and timely information but we make no representation or warranty, express or implied, with respect to the correctness, accuracy or completeness of the information and opinions. We do not undertake to update, modify or amend the information on a frequent basis or to advise any person if such information subsequently becomes inaccurate. Any representation or opinion is provided for information purposes only. While opinions stated are honestly held, they are not guarantees and should not be relied on. Ninety One SA (Pty) Ltd in the normal course of its activities as an international investment manager may already hold or intend to purchase or sell the stocks mentioned on behalf of its clients. The information or opinions provided should not be taken as specific advice on the merits of any investment decision. Telephone calls may be recorded for training and quality assurance purposes. The investments referred to in this document are generally medium- to long- term investments. Their value may go down as well as up and past performance is not necessarily a guide to future performance. Fluctuations or movements in exchange rates may cause the value of the underlying international investments to go up or down. Additional information may be obtained, free of charge, at www.ninetyone.com. Ninety One Investment Platform (Pty) Ltd and Ninety One SA (Pty) Ltd are authorised financial services providers.