How much offshore exposure should your investment portfolio have?

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[ADVISOR VIEW] There is no exact answer, as not all investors have the same investment goals, but a useful starting point would be to keep approximately 30% of your assets offshore: MichaelHaldane - GlobalLocalZA. Investing PersonalFinance

Offshore investment is no longer a luxury enjoyed by a few, it has evolved into a crucial component of financial planning for all individuals looking to preserve and increase their wealth. Investors should view offshore investing as part of their overall investment portfolio, instead of a standalone asset class. It should be about where to access various sources of returns as efficiently as possible.

Offshore markets have greater depth than domestic markets, allowing investors to better diversify risk and access more investment options for growth. The Johannesburg Stock Exchange also has significant global exposure, with more than half of JSE-listed businesses generating revenue outside of South Africa. Investors that generate income from their portfolios are perhaps the most vulnerable to currency fluctuation.

In addition to that, ever since the National Treasury decided to increase the offshore investment limit from 30% to 45% for Regulation 28 funds, such as retirement annuities across all service providers, they have broadened the opportunities available to investors. With the increased flexibility we are able to build portfolios that better reflect our investment beliefs.

 

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