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SA investors in deep denial, should invest 80% offshore

South Africans are daydreaming their way to a poorer future by keeping too great a portion of their investments in South Africa despite massive underperformance of JSE indices, falling real house prices and a future which looks equally bleak for those trying to grow or even just preserve their wealth.  (more…)

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old mut

The offshore conundrum for SA investors

By Zain Wilson, Portfolio Manager at Old Mutual Investment Group. The recent announcement that South Africa has officially entered a recession, following two consecutive quarters of negative growth, appears to have largely reversed the optimism that took hold of the country following the change in leadership at the beginning of the year. While the global […]

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JSE rand hedges a poor substitute for a global portfolio

With local news agendas being dominated by the rand’s dismal performance, recent GDP woes and an economy slipping into a technical recession – South African investors are increasingly seeking shelter via offshore exposure. But with easy access to foreign markets, investors need to seriously consider the implications of counting on locally listed rand-hedge stocks as […]

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Reyneke Van Wyk

Global investing: No such thing as bad timing

Recent studies have revealed that when a disciplined approach to the regular investment of funds offshore is followed, the timing of these transactions is less important than many investors perceive it to be. (more…)

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How much will it cost to educate your child offshore?

Increasingly wealth managers are being asked about the costs of offshore education after matric by their high net worth clients due to a perceived decline in educational standards in South Africa. Charlene Prinsloo, Wealth Manager at AlphaWealth explains: “We investigated the costs and they are staggering.” (more…)

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Nico van Zyl, Director at Sovereign Trust (Mauritius)

SA investors following the money to Mauritius

Apart from being the highest ranked economy in Sub-Saharan Africa on the World Bank’s Ease of Doing Business Index, Mauritius is attracting growing numbers of local investors through sheer geographical proximity and the ability to “follow their money”, according to Richard Neal, Director at independent fiduciary consultancy Sovereign Trust (SA) Ltd. (more…)

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Elize Botha

Get offshore exposure with a local unit trust

Given that South Africa’s Gross Domestic Product (GDP) represents only 1% of the world economy, exposing your investment portfolio to international markets offers local investors a world of growth opportunities and reduces the concentration risk that comes with investing in one market. However, choosing an affordable offshore investment vehicle can be a challenge.  This is […]

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Rian Brand, Sygnia Portfolio Manager

Investing offshore is about more than the rand

At the start of March this year, the rand was trading at under R12.00 to the dollar. Cyril Ramaphosa had taken over as president, world economic growth was positive, and sentiment towards emerging markets in general was good. The local currency was benefiting from all of this, having strengthened all the way from around R14.50 […]

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