2 minute read
GOING OFFSHORE: HEDGING YOUR INVESTMENT BETS
Besides protecting against risk, global diversification provides an opportunity for investors to gain exposure to growth across different markets as well as asset classes. It may also allow you to benefit fromopportunities not available locally, including certain highquality assets.
Every international investment strategy starts with your own unique set of circumstances, however. Depending on your risk profile and investment objectives, Sanlam Private Wealth can create a stand-alone offshore solution for you, or one that complements your South African investment portfolio. You can use your offshore allowances to transfer yourfunds abroad, or you can make use of our asset swap capacity, or invest in rand-denominated options. If it’s pure equity you’re after, Sanlam Private Wealth has a global equity offering, which can be accessed in three ways:
• Our London-based global equity team can put together a customised share portfolio for you. You can transfer your funds onto our platform, and the team will construct a tailor-made, segregated portfolio of individual companies listed on international exchanges.
• You can invest directly in theaward-winning Sanlam Global High Quality Fund. The fund nvests in quality blue-chip companies that have diverse sources of revenue in terms of product line, geography and currency. It has built an enviable track record since its inception five years ago, and in 2018 it was named Best Fund in the City of London Wealth awards, Best Fund Manager in the European Wealth Briefing awards and the winner in both the Investors Choice and Private Asset Managers awards.
• If you’re restricted from going the direct route, or if it’s simply not practical for you to do so, you can invest offshore via the rand-based Sanlam Private Wealth Global High Quality Feeder Fund, which provides convenient access to the Sanlam Global High Quality Fund.
If you’d rather not go the equity-only route, Sanlam Private Wealth also has a global multi-asset class offering, as well as a strategic bond fund – both funds have excellent track records.
A final option for investors who can’t or don’t want to physically take funds out of South Africa is to invest in dual-listed or rand hedge companies on the JSE. For these investors, Sanlam Private Wealth can put together a customised portfolio consisting of high-quality companies that have a significant portion of their operations or income generated in foreign jurisdictions.
In a nutshell, Sanlam Private Wealth has all the building blocks you’ll need to increase your global investment exposure. Supported by fiduciary and tax experts, our portfolio and wealth managers will work with you to design a customised offshore solution based on your personal financial circumstances, and your dreams and plans for the future.
To find out more, email info@privatewealth. sanlam.co.za
Alwyn van der Merwe, Director: Investments, Sanlam Private Wealth
