7 March 2014
The Navigate Global Equity Share Portfolio provides investors with the opportunity to invest in a managed share portfolio of 20 – 25 global equities via a cost- and tax-efficient life wrapper.
The share portfolio is available for investments of US$150 000 and above. The annual investment management fee of the share portfolio is 1.2% (excluding VAT) and the Navigate administration fee of 0.3% also applies.
The portfolio is actively managed by Pieter Fourie, Global Head of Equity at Sanlam Private Investments (UK).