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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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Offshore investing

  • Benefits of investing offshore?

    Benefits of investing offshore

    Investing offshore may enhance your returns and reduce risk by diversifying your exposure to a single currency or country. It can help to form a prudent part of an investor’s portfolio alongside local investments. As ever, the level of exposure is dependent on your unique needs.

    More investment opportunities
    When you diversify internationally, you get access to a much wider range of investment opportunities to grow your money across countries, industries, companies and currencies

    Minimised risk of capital loss
    Spreading your investments across markets and currencies, minimisies the impact of currency depreciation or specific political or market events on your wealth

    Meet future international goals
    Investing offshore may make it easier to fund any international liabilities and help you meet your international goals

    Insight to investing offshore

    The following articles from our investment specialists unpack some of the key themes around investing offshore.

    Why invest offshore?

    The benefits of investing offshore and the impact of the exchange rate on returns Read more

    How to go about investing offshore

    Exploring the various ways investors can gain offshore exposure. Read more

    Consider your portfolio holistically

    Answering some of the common questions investors ask when investing offshore. Read more

    Yo-yoing base effects of the rand

    Looking at the exchange rate and how it impacts the global investment returns of local investors. Read more

    Understanding capital gains tax

    Rand feeder funds vs. foreign-denominated funds. Read more
  • How to invest offshore?

    How to invest offshore

    As a global specialist investment manager, Investec Asset Management’s goal is to help clients around the globe to grow and preserve wealth. We offer a number of ways to add offshore exposure to your portfolio.

    You can invest in one of our unit trusts in rands, such as the Investec Opportunity Fund, which is able to invest up to 30% in global assets. Or you could invest in an international feeder fund that will give you full exposure to its underlying offshore fund, such as the Investec Global Franchise Feeder Fund. Finally, you could convert your rands into dollars, pounds or euros, and then invest directly in a foreign-domiciled fund, such as the Investec Global Franchise Fund. Investing via Investec GlobalSelect, available on our IMS platform, can make this process even easier.

    Invest up to 30% in global assets through our domestic unit trusts.

    Gain offshore exposure with our international feeder funds.

    Convert your Rands and invest directly in a foreign- domiciled fund.

    Offshore exposure
    Offshore allowance
    Foreign domicile
     
    SA funds with offshore exposure

    Rand-denominated unit trusts

    0-30%
    X
    Rand
    International feeder funds

    Rand-denominated unit trusts

    95-100%
    X
    Rand
    Foreign-domiciled funds

    Foreign-denominated unit trusts

    100%
    $, €, £

    Our core offshore fund range

    Our offshore funds offer exposure to developed and emerging markets spanning all major asset classes.

    Find out more

    Investec GlobalSelect

    Investec IMS offers investors access to leading funds across the globe via a single, integrated platform. Our key offshore offering, GlobalSelect, is a flexible solution with minimal administrative complexity.

    Find out more

    Insight to investing offshore

    The following articles from our investment specialists unpack some of the key themes around investing offshore.

    Why invest offshore?

    The benefits of investing offshore and the impact of the exchange rate on returns Read more

    How to go about investing offshore

    Exploring the various ways investors can gain offshore exposure. Read more

    Consider your portfolio holistically

    Answering some of the common questions investors ask when investing offshore. Read more

    Yo-yoing base effects of the rand

    Looking at the exchange rate and how it impacts the global investment returns of local investors. Read more

    Understanding capital gains tax

    Rand feeder funds vs. foreign-denominated funds. Read more
  • Why us?

    Invest globally with a partner you trust locally

    As a global provider with a 28-year heritage, we are well positioned to meet your offshore needs. While Investec Asset Management’s roots are African, we serve a growing international client base, with our investment teams represented in established investment hubs across the world.

    Partnering with a reputable global provider like us eases the complexity of offshore investing for investors and advisors.

    Invest through Investec Investment Management Services (IMS)

    The Investec IMS investment platform enables you to invest in leading local and global investments across risk profiles and asset classes on a single, integrated platform.


    Client focused
    Consolidated digital reporting and tools available on our platform to make managing your clients' investments easy


    Leading funds and solutions
    Invest in our range of carefully selected local and offshore funds via our wealth enhancing solutions; fit for all investment stages and goals


    Global expertise
    Our extensive global presence and knowledge helps clients to diversify their investments offshore

Important information

All information provided is product related and is not intended to address the circumstances of any particular individual or entity. We are not acting and do not purport to act in any way as an advisor or in a fiduciary capacity. No one should act upon such information without appropriate professional advice after a thorough examination of a particular situation. This is not a recommendation to buy, sell or hold any particular security. Collective investment scheme funds are generally medium to long term investments and the manager, Investec Fund Managers SA (RF) (Pty) Ltd, gives no guarantee with respect to the capital or the return of the fund. Past performance is not necessarily a guide to future performance. The value of participatory interests (units) may go down as well as up. Funds are traded at ruling prices and can engage in borrowing and scrip lending. The fund may borrow up to 10% of its market value to bridge insufficient liquidity. A schedule of charges, fees and advisor fees is available on request from the manager which is registered under the Collective Investment Schemes Control Act. Additional advisor fees may be paid and if so, are subject to the relevant FAIS disclosure requirements. Performance shown is that of the fund and individual investor performance may differ as a result of initial fees, actual investment date, date of any subsequent reinvestment and any dividend withholding tax. There are different fee classes of units on the fund and the information presented is for the most expensive class. Fluctuations or movements in exchange rates may cause the value of underlying international investments to go up or down. Where the fund invests in the units of foreign collective investment schemes, these may levy additional charges which are included in the relevant Total Expense Ratio (TER). A higher TER does not necessarily imply a poor return, nor does a low TER imply a good return. The ratio does not include transaction costs. The current TER cannot be regarded as an indication of the future TERs. Additional information on the funds may be obtained, free of charge, at www.investecassetmanagement.com. The Manager, PO Box 1655, Cape Town, 8000, Tel: 0860 500 100. The scheme trustee is FirstRand Bank Limited, PO Box 7713, Johannesburg, 2000, Tel: (011) 282 1808. A feeder fund is a fund that, apart from assets in liquid form, consists solely of units in a single fund of a collective investment scheme which levies its own charges which could then result in a higher fee structure for the feeder fund. The fund is a sub-fund in the Investec Global Strategy Fund, 49 Avenue J.F. Kennedy, L-1855 Luxembourg, Grand Duchy of Luxembourg, and is approved under the Collective Investment Schemes Control Act. This document is the copyright of Investec and its contents may not be re-used without Investec’s prior permission. Investec Asset Management (Pty) Ltd is a member of the Association for Savings and Investment SA (ASISA). Investec Investment Management Services(Pty) Ltd and Investec Asset Management (Pty) Ltd are authorised financial services providers.