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Tailored for investment professionals this site provides information on our products, strategies and services. Please remember capital is at risk and past performance is not a guide to the future. We use cookies to ensure that we give you the best experience on our website. This includes cookies from third parties. Such third party cookies may track your use of our website. By continuing you are confirming that you are happy to receive all cookies on our website. Please refer to our Cookie Policy for further information, including steps to take to disable cookies.

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Core offshore fund solutions

As a global specialist investment manager, Investec Asset Management’s goal is to help clients around the globe to grow and preserve wealth. Our offshore funds offer exposure to global, emerging and frontier markets spanning the equity, fixed income, multi-asset and alternative asset classes.

Answering your offshore needs

"I'd like to diversify offshore but I cannot afford too much risk"

Investec Global Multi-Asset Fund ($)

In a world of persistently low interest rates, the Fund may be an alternative to a conventional fixed income portfolio or defensive fund

Risk rating:
1234567

Maximum equity allocation:

40%

"I'm looking for equity like returns, with a defensive allocation"

Investec Global Strategic Managed Fund ($, £)

A multi-asset approach that has delivered equity-like returns at 2/3rds of the volatility since inception


Risk rating:
1234567

Maximum equity allocation:

75%

"I want long-term capital growth, but I am concerned about the aging bull market"

Investec Global Franchise Fund ($, £)

An equity-only fund adjusting exposure to maximise downside protection and participate meaningfully in rising markets

Risk rating:
1234567

Maximum equity allocation:

100%


Rand feeder fund or foreign-domiciled international fund?

Key differences between investing in a rand-denominated feeder fund versus a foreign-domiciled international fund

Rand-denominated feeder fund (R)

Foreign-domiciled international fund ($)

A feeder fund invests directly into its underlying offshore fund. Investors invest directly into an FSCA-approved offshore fund in its dealing currency e.g. US dollars, pounds or euros.
Investors do not make use of their individual offshore allowance. Rather, they invest in rands, and when they disinvest, the proceeds are paid in rands. Having completed the fund’s application form, investors effectively instruct their bank (local or international) to make payment to the fund’s bank account.
While investors benefit from being invested in funds that only hold offshore assets, they remain exposed to South African political risk. When disinvesting, investors will then also receive the proceeds in the fund’s dealing currency.
Investors are subject to capital gains tax on any rand depreciation. Investors are only subject to capital gains tax on the applicable foreign currency return (dealing currency) at the prevailing exchange rate.