Investing offshore

Looking for an offshore investment partner? With 21 international offices across 14 countries and more than 250 investment professionals serving clients from 112 countries, Ninety One is here for you and everywhere for your money. Isn’t it time to change the way you see investing?

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If it’s a global investment partner you’re after, start with the one you trust locally.

An offshore investment with Ninety One gives you access to opportunities across different countries, industries, companies and currencies, exposing your portfolio to more possibilities while diversifying your risk.

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.

  • Globally recognised investment manager
  • Proud of our South African roots
  • Range of local & global funds & solutions
  • 30 years of helping our clients

Our flexible and cost-effective Ninety One Global Investment Portfolio, Ninety One Global Life Portfolio and our newly launched Ninety One International Investment Portfolio make managing your clients’ offshore assets simple.

Find out more about our preferred solutions below. Your clients’ choice will depend on their tax circumstances and liquidity needs.

Benefits of investing offshore via our platform:

1
One platform – many funds from which to choose. All your offshore investments in one place, at a glance.

2
We provide simplified, consolidated administration and online transacting, together with consolidated reporting – including tax.

3
On death, there is no need for a foreign agent, simplifying winding up the estate. It couldn’t be easier.
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.

Invest now

Option 1: Foreign currency funds

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.

Invest now

Option 2: Rand-based funds

Rand-based funds

Gain access to global markets using a rand-based fund that will give you full exposure to offshore markets.

Minimum investment:
You can invest from as little as R1 000 a month.

Here’s how it works:

South Africans do not need to make use of their annual discretionary allowance of R1 million or annual investment allowance of R10 million to invest offshore. You can invest in Rands with our international feeder funds, which will then invest into offshore markets.

Invest now

Important information

The information, views and opinions provided are general in nature, for informational purposes only, and should not be construed as advice. No action should be taken without appropriate professional guidance. We do not act as advisors or in a fiduciary capacity. While we strive for accuracy and timeliness, we make no guarantees as to completeness or correctness and are not obliged to update the information. This material does not constitute a full summary of the risks associated with any product, fund, service or strategy. Relevant risk disclosures are available in the applicable documents, which can be requested free of charge. For details on specific funds, please refer to the relevant fact sheets. For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.