A flexible and cost-effective way to invest offshore
Invest directly offshore with the Ninety One International Investment Portfolio. You have the flexibility to access and grow your money in a way that supports your changing needs.
There are no restrictions on how long you should stay invested. Adding to your investment or making withdrawals is easy.
You have access to a wide range of international funds covering all asset classes. Your choice of funds will depend on your personal circumstances, investment horizon and risk profile.
Who is this product designed for?
The Ninety One International Investment Portfolio may be suitable if you:
- Want access to your money whenever you need it
- Want to choose the currency and bank account into which proceeds must be paid
- Have ceased or are ceasing to be a South African tax resident, or you have children based overseas
Ninety One International Investment Portfolio
01There is a wide array of offshore unit trusts from which to choose – add to your investment or make withdrawals whenever you like. |
02The offshore unit trusts are well regulated – enjoy transparent pricing and performance. |
03Access all your unit trusts in one place and experience a simplified transaction, administration, and reporting process. |
04We provide you with an online calculator to determine the capital gains and losses on past and prospective transactions to complete your tax returns. |
05You can choose a currency and specify a bank account anywhere in the world into which your investment proceeds must be paid. |
06Ninety One Family Office enables families to combine their offshore investments on one platform and save money on fees. |
Here’s how it works
What you need to do:
Complete the Ninety One International Investment Portfolio application form. Select one or more funds from our range of funds and make a once-off and/or additional contributions.
View our Core fund range View our global approved list of funds
What happens with your money?
The fund managers invest your money in a portfolio of assets such as equities, bonds, cash and listed property, based on your fund selection.
The investment is managed on your behalf according to the fund’s objectives, for example, beating inflation over a certain time period. This plays a key role in determining the return on your investment.
What amounts may be invested?
- Minimum lump sum: US$25 000*
- Additional: US$5 000*
*Or the equivalent in euros and sterling
When can you access your money?
The investment term is flexible – you can add to your investment or withdraw whenever you want.
What are the tax implications?
As the product is designed for foreign (non-SA) tax residents, no tax certificates are issued, although we provide an online calculator to determine the capital gains and losses on past and prospective transactions. All unit trust funds on offer are accumulation in nature, and it is investors’ responsibility to ensure that they understand the tax treatment of these share classes in their respective tax jurisdiction.
Income tax and capital gains tax are subject to applicable law in your country of residence. All tax is levied in the hands of the investor.
