Should I invest 45% of my portfolio offshore?
Where I Am? | Viewer ==> Should I invest 45% of my portfolio offshore?

Allan Gray Unit Trust Management

  Allan Gray Unit Trust Management   Q2 of 2023 | 3 years ago

Retirement and local unit trust investors are now able to allocate up to 45% of their portfolios anywhere outside South Africa, from the previous offshore limits that allowed 30% outside Africa, plus 10% in Africa excluding South Africa (“ex-SA”), for a theoretical maximum of 40%. While the increase in the total allowed outside South Africa on paper is only five percentage points, in reality, most investors previously held less than 5% in Africa ex-SA. In practice, the recent change will mean that most investors can now invest an additional 50% of their portfolio offshore.


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

DYN

In 2023, Allan Gray Manco is celebrating its 50th birthday of existence , founded in 1973.

DYN

More Activities & News
Aluwani Snatch Afena

Activity Review for Sygnia

Activity Review for Satrix

Old Mutual Activity Review for 2020 - 2023

Prescient Funds Activity Summary 2020 - 2023

2020-2023 Manco Review: Momentum

More Opinions & Views
Maximising Retirement Income: Innovative Approach to Annuity Drawdown Offers a New Path to Financial Security

Lessons learnt from nearly 30 years of investing

SA equities: Many opportunities amid depressed valuations

How the electricity crisis is posing a threat to the country’s economic growth

Secure Your Retirement with Smart Investment Choices

Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.