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Investing Offshore
We have all the building blocks you need to build a stand-alone offshore portfolio or one that complements your South African investment portfolio.
Supported by our fiduciary and tax experts, your wealth manager will work with our team of portfolio managers to craft an appropriate offshore solution for you.
To invest offshore with Sanlam Private Wealth, you can use your personal offshore allowances to transfer your funds abroad, or you can make use of our asset swap capacity.
GLOBAL EQUITY PORTFOLIOS
GLOBAL EQUITY INCOME
MSCI World TR Index (USD)
Aggressive
The primary objective is to provide above-average total returns (capital plus income) over a medium to long-term investment horizon, by investing in ordinary shares listed globally. Management will typically not be trading orientated, holding concentrated equity positions reflecting the manager’s best ideas globally and limited to 10% individual positions.
GLOBAL EQUITY FOCUSED
MSCI World TR Index (USD)
Aggressive
The primary objective is to provide above-average total returns (capital plus income) over a medium to long-term investment horizon, by investing in ordinary shares listed globally. Management will typically not be trading orientated, holding concentrated equity positions reflecting the manager’s best ideas globally and limited to 10% individual positions. The portfolio is characteristically dominated by companies with a global footprint and an impressive track record of growing profits and well entrenched industry market positions.
GLOBAL EQUITY DIVERSIFIED
MSCI World TR Index (USD)
Aggressive
The primary objective is to provide above-average total returns (capital plus income) over a medium to long-term investment horizon, by investing in ordinary shares listed globally. Management will typically not be trading orientated, holding concentrated equity positions reflecting the manager’s best ideas globally and limited to 10% individual positions. The portfolio is characteristically dominated by companies with a global footprint and an impressive track record of growing profits and well entrenched industry market positions.
GLOBAL FUNDS
GLOBAL HIGH QUALITY FUND
MSCI World Net TR Index (USD)
Aggressive
The fund aims to produce compound total returns in excess of the MCSI World Index over the medium to long term by investing in high-quality companies globally.
GLOBAL BALANCED FUND
65% MSCI World Index Total Return / 25% Barclays Global Agg Bond Index / 10% 90 day US SOFR
Moderate Aggressive
The primary objective is to provide capital growth over the long term.
Our total equity offering is managed by our global equity team in London. The team has built an enviable track record with the Sanlam Global High Quality Fund being named Best Fund at the City of London Wealth Management Awards in both 2017 and 2018. This fund also took top honours at the Private Asset Management Awards as well as the Investors Choice Awards.
Our global offering can be accessed in two ways:
We provide daily reporting of trades, monthly portfolio evaluations and annual tax reports to clients.
Riaan Gerber has spent 16 years in Investment Management.
Have a question for Riaan?
