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

DYN

Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

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
With Great Opportunity Comes Great Responsibility

Could the tide be turning?

Uncertainty is ever-present

Quantamental investing enhances investment outcomes

ETFs A Beginner’s Guide: Part 2

Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.