A world of opportunities awaits
We understand the importance of investing with a global perspective and actively seek out the best investment opportunities – both locally and globally. We have access to a range of investments including stocks, bonds, Exchange Traded Funds (ETFs) and Collective Investment Schemes, as well as some that are not ordinarily available to individual investors.
Whether your goal is to grow your wealth, generate an income or preserve capital, we select the best and most suitable investments, based on your investment strategy and our extensive research and collective insights.
We currently manage two global model portfolios, which are used as points of reference for investors seeking offshore exposure. Our Global Equity and Global Balanced portfolios invest directly in high quality companies with a track record of delivering consistent earnings growth, and have been delivering solid performance since their inception.
“Our global portfolios invest directly in high quality companies with a track record of delivering consistent earnings growth.”
You invest in hard currency (US dollar, euro or pound sterling) and your funds are accessible offshore. SA residents are allowed a R1 million discretionary allowance per calendar year (without SARS clearance). Additionally, individuals whose tax affairs are in order can apply for a foreign investment allowance to take an additional R10 million per calendar year out of SA, subject to SARS clearance.
Also referred to as indirect offshore investment, you invest in rands and we convert this into foreign currency on your behalf. Your funds are accessible in SA in rands.
Importantly, asset swap does not affect your annual discretionary or foreign investment allowances as you are effectively leveraging our foreign exchange capacity. You therefore do not require a tax clearance certificate from SARS and you will still have access to your full annual discretionary and foreign investment allowance should you wish to invest directly offshore at a later stage.