Investing offshore

Diversify your investments by gaining exposure to offshore markets. Because the world is the best thing for your investments.
Diversify your investments by gaining exposure to offshore markets. Because the world is the best thing for your investments.

Because your money deserves to go places.

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 investment could be discovering a world of investment opportunity.

Because our stretch is your investment strength.

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.

 

 

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.

How to invest offshore

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.

Options to consider when adding offshore exposure to your portfolio:

Domestic unit trusts

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.

View our Core Fund range

Offshore feeder funds

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.

View Ninety One Global Franchise Feeder Fund

Foreign-domiciled funds

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.

View Ninety One Global Franchise Fund

Ninety One offshore solutions

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.

Invest with us

Choose to invest with Ninety One. Our flexible solutions will help you meet your goals.

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.

Find an advisor

Contact us

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.

Contact us

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.

In the event that specific funds are mentioned please refer to the relevant fact sheet in order to obtain all the necessary information in regard to that fund.

Collective Investment scheme funds are generally medium to long term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to the future. 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 adviser fees is available on request from the manager. Additional adviser fees may be paid and if so, are subject to the relevant FAIS disclosure requirements.

Investment Team: There is no assurance that the persons referenced herein will continue to be involved with investing for this Fund, or that other persons not identified herein will become involved with investing assets for the Manager or assets of the Fund at any time without notice.

Investment Process: Any description or information regarding investment process or strategies is provided for illustrative purposes only, may not be fully indicative of any present or future investments and may be changed at the discretion of the manager without notice. References to specific investments, strategies or investment vehicles are for illustrative purposes only and should not be relied upon as a recommendation to purchase or sell such investments or to engage in any particular strategy. Portfolio data is expected to change and there is no assurance that the actual portfolio will remain as described herein. There is no assurance that the investments presented will be available in the future at the levels presented, with the same characteristics or be available at all. Past performance is no guarantee of future results and has no bearing upon the ability of Manager to construct the illustrative portfolio and implement its investment strategy or investment objective.

Certain Ninety One SA funds are offered as long-term insurance policies issued by Ninety One Assurance Limited, a registered insurer in terms of the Long-term Insurance Act. These pooled products are administered by Ninety One SA (Pty) Ltd (an authorised financial services provider) and underwritten by Ninety One Assurance Limited.

This is the copyright of Ninety One SA (Pty) Ltd and its contents may not be re-used without Ninety One’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 & Ninety One Investment Platform (Pty) Ltd are authorised financial services providers.