offshore investing
Through indirect offshore investing, you effectively invest in a local unit trust portfolio that has a mandate to invest in foreign assets – a relatively simple, convenient, and cost-effective process. As an investor, you will invest your Rands with a
On the downside, investing in a Regulation 28 compliant fund means that 70% of your assets must be invested in South African assets which, given the rate at which the number of listed companies on the JSE has shrunk over
The capital in your living annuity may not be attached by means of a court order should you be declared insolvent. However, any income drawn from your living annuity does not enjoy the same protection and may be attached by
Direct offshore investing can be an excellent strategy for those intending to emigrate to the foreign country they are invested in, or if they have children who intend studying in that country. Bear in mind that if you don’t intend
As much as your financial plan should focus on building wealth, it also needs to include an estate plan that makes provision for the distribution of your wealth should you die, keeping in mind that tragedy can strike at any
With there being over 1 000 unit trust funds for South African investors to choose from, multi-managers play an important role in researching and analysing all the funds offered by various assets managers and building portfolios from these to achieve
