DON'T PUT YOUR EGGS IN ONE BASKET
Diversify your portfolio, invest offshore.
South Africans have lost 29.1% of their wealth annually compounded over the last 30 years.
Source: Global Wealth Index (GWI)
The ZAR lost 34% of its value against the USD in 2015 alone. These type of statistics have got South Africans talking.
Many are looking to protect their wealth against further Rand weakness.
If you’ve been exploring your options for moving your wealth abroad, give us a call.
We’ll guide you through the complexities of exchange control regulations, market volatility and assist with the opening of international Bank accounts.
The World
Emerging Markets
Source:Datastream. Illustration using approximate values only
South Africa represents less than 1% of the world economy.
Restricting yourself to domestic assets means foregoing extensive investment opportunities available in global markets. International investing will give you access to regions and industries that are not well-represented locally (e.g. IT and electronics).
Research on optimal portfolios suggests an offshore allocation of 20% to 30% for long-term investors requiring a return of inflation plus 4% to 5%.
DIVERSIFY RISK
Enjoy access to our range of multi-asset and emerging market ETF Portfolios as well as stockbroking services to meet your offshore investment needs.
Investing offshore allows you to:
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Diversify the risk inherent in a South African-only investment portfolio
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Take advantage of global investment opportunities that are more attractive than those that are locally based
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Benefit from the extensive experience, robust investment process and skills built up over more than 30 years.
We offer a spread of funds and portfolios suitable for a range of risk profiles and designed to suit varying investor needs. These are available in sterling, US dollar and euro.
FULL SERVICE RELATIONSHIP + SELF-SERVICE
Our stockbroking service provides you with greater autonomy in portfolio decisions.
Full service, relationship stockbroking involves a dedicated stockbroking relationship manager who will guide you through the investment and decision-making process, execute all your trades and have one-on-one meetings with you. You also have automatic access to our online trading system to review your portfolio or access our research.
The self-service stockbroking option gives you access to Balamory's TraderGO Platform, which allows you to trade on over 25 global exchanges from the comfort of any device whether it be on the Web, or via a mobile device.
Investors may diversify their currency risk by choosing to invest in one of the following base currencies:
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USD
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EUR
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GBP
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CHF
The TraderGO Platform is armed with state-of-the-art encryption to ensure a highly secure trading environment.
