The portfolio is designed to offer South African investors in annuities and pension funds the opportunity to achieve high exposure to offshore assets such as companies, listed properties and cash, whilst still being completely compliant with the regulations and laws on annuities and pension funds.

The portfolio is built through comprehensive research and modeling of companies that are listed on the JSE but earn the lion’s share of their income offshore. By using these investment options, we can compile a portfolio for annuity- and pension investors that offers almost 100% exposure to the global economy.