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 BALANCED (MULTI-ASSET) PORTFOLIOS

GLOBAL BALANCED

BENCHMARK

Average 65% / 35% between MSCI World Net TR Index (USD) and IA £ Strategic Sector (USD)

RISK CATEGORY

Moderate Aggressive

PORTFOLIO DETAILS

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. The portfolio is designed to achieve a balance between income and capital growth. It will have between 40% and 75% in international equities and to manage overall risk, the portfolio will include exposure to fixed interest and cash. For diversification there may also be an allocation to alternatives and property funds.

INVESTOR TYPE
  • Seeking long-term global capital growth
  • Looking to invest in an actively global solution investing in a variety of asset classes seeking to provide growth in the medium to long term
  • Willing to accept risk associated with a high level of exposure to global equities
  • Typically has an investment horizon of more than five years

GLOBAL EQUITY PORTFOLIOS

GLOBAL EQUITY INCOME

BENCHMARK

MSCI World TR Index (USD)

RISK CATEGORY

Aggressive

PORTFOLIO DETAILS

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.

INVESTOR TYPE
  • Seeking long-term global capital and income growth
  • Accepts a level of risk associated with global market fluctuation and potential capital loss
  • Discerning investor looking to invest in a concentrated global portfolio of high-quality shares
  • Typically has an investment horizon of more than five years

GLOBAL EQUITY FOCUSED

BENCHMARK

MSCI World TR Index (USD)

RISK CATEGORY

Aggressive

PORTFOLIO DETAILS

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.

INVESTOR TYPE
  • Seeking long-term global capital growth
  • Discerning investor looking to invest in a concentrated global portfolio of quality companies reflecting the manager’s highest conviction ideas
  • Willing to accept risk associated with a concentrated global equity portfolio
  • Typically has an investment horizon of more than five years

GLOBAL EQUITY DIVERSIFIED

BENCHMARK

MSCI World TR Index (USD)

RISK CATEGORY

Aggressive

PORTFOLIO DETAILS

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.

INVESTOR TYPE
  • Seeking long-term global capital growth
  • Discerning investor looking to invest in a concentrated global portfolio of quality companies reflecting the manager’s highest conviction ideas
  • Willing to accept risk associated with a concentrated global equity portfolio
  • Typically has an investment horizon of more than five years

GLOBAL FUNDS

GLOBAL HIGH QUALITY FUND

BENCHMARK

MSCI World Net TR Index (USD)

RISK CATEGORY

Aggressive

PORTFOLIO DETAILS

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.

INVESTOR TYPE
  • Seeking long-term global capital growth
  • Looking to invest in an actively managed global portfolio of high-quality companies
  • Willing to accept risk associated with a global equity portfolio
  • Typically has an investment horizon of more than five years

GLOBAL BALANCED FUND

BENCHMARK

60% MSCI World TR Index (USD) / 30% Barclays Capital Global Agg Bond / 10% 7-day US Libid

RISK CATEGORY

Moderate Aggressive

PORTFOLIO DETAILS

The primary objective is to provide capital growth over the long-term

INVESTOR TYPE
  • Seeking long-term global capital growth
  • Looking to invest in an actively global solution investing in a variety of asset classes seeking to provide growth over the medium to long term
  • Willing to accept risk associated with a high level of exposure to global equities
  • Typically has an investment horizon of more five years

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:

  • If you have the required regulatory approval, you can invest directly in any of our solutions most suited to your personal circumstances and objectives using your foreign allowance.
  • If you’re restricted from going the direct route, or if it’s simply not practical for you to do so, you can make use of our asset swap capability to invest in any of the solutions. Investors who want to access the Sanlam Global High Quality Fund can also do so by investing locally in our rand-based Sanlam Private Wealth Global High Quality Feeder Fund.
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