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 ?

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

DYN

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

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
Compelling reasons to add global listed infrastructure to a portfolio

The trillion-dollar endgame

Now is not the time to turn your back on emerging market equities

Crafting a Winning Cash Investment Strategy for 2024

Invest tax free as soon as you can for as long as you can

Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.