An Offshore Investment to Consider
| The end of the year is fast approaching so if you are looking for a place to invest money or you want to start investing in early 2025, we believe that this is one of the funds that you should consider investing in. This fund was launched in August 2018, so it is just six years old. Those who like IT stocks such as Microsoft, Apple, Amazon, etc and decided to buy when the fund was launched, have certainly made a lot of money! Example, if they had invested just R100 000 at the time the fund was launched, that would have grown to R319 000 in just six years. But such growth came about because the fund aims to provide a simple vehicle to investors who wish to gain investment exposure to companies which use advanced technologies to acquire and retain users, including industry disrupting technologies such artificial intelligence, large language models, cloud storage, big data, social media and e-commerce tools. It has not always been a smooth ride for this fund and its investors. As I always say to our customers, you are most likely to make money with this 100% offshore fund but it is highly volatile so if you have high blood pressure, stay away from it 😊. Below is just a glimpse of how it has performed in each calendar year: |
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| The annualised performance figures show that the fund has returned 21,3% since inception. Again, this is an impressive return and yes, I have not seen such high returns in our local stock exchange so for those who have a high appetite for risk and can ride out the volatility, this is a good fund to invest your money. The Total Investment Charge is just 0,99%. So if you want a fund to invest for the long term i.e. five years and above, this is a fund to consider. And if again sometime in the future it faulters like it did in 2022,remember to just hang in there and don’t withdraw as it is likely to recover as it did. I encourage that we use such funds to invest for school and varsity fees for our children, or you could be looking to buy your first property or car or for that holiday that you want to take in 5 years or so, this is certainly a fund to consider in your investment portfolio. Whether you are an individual, a Stokvel or a company and you want to invest in funds like this, WhatsApp us. You can also invest in this fund in class B, i.e. Tax Free Investments so you pay no tax and no performance fees. This is truly a passive way of growing your money. Note: When you contact us, we will ask you to sign the letter of authority to appoint us formally to advise you in line with the Financial Advisory and Intermediary Services Act and then we will also give you a risk profile analysis form. This will us give more understanding of your investment objective, risk appetite, etc…then we will set the ball rolling to put your investment in place. |
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