4 funds to get you off­shore

South Africa rep­re­sents a mere 0.2% of global debt in­dices, while the JSE rep­re­sents only about 0.6% of the in­vestable uni­verse, ac­cord­ing to Stan­lib. By in­vest­ing off­shore, South African in­vestors can ben­e­fit not only from ge­o­graph­i­cal and cur­rency diver

Finweek English Edition - - COVER STORY OFFSHORE INVESTING - By Niel Jou­bert

Fund man­ager in­sights:

The fund aims to achieve long-term cap­i­tal ap­pre­ci­a­tion by in­vest­ing pri­mar­ily in equity and debt se­cu­ri­ties of Euro­pean Mone­tary Union mem­ber coun­try gov­ern­ments and com­pa­nies with at least 75% of its to­tal as­sets in equity se­cu­ri­ties is­sued by com­pa­nies that have their head of­fice in the EU.

Tem­ple­ton’s in­vest­ment style is built upon a dis­ci­plined, yet flex­i­ble long-term ap­proach to value-ori­en­tated in­vest­ing based on the prin­ci­ples es­tab­lished by the Amer­i­can-born Bri­tish in­vestor, fund man­ager and phi­lan­thropist Sir John Tem­ple­ton. Port­fo­lios are struc­tured com­pletely from a stock se­lec­tion ori­en­ta­tion; as­set al­lo­ca­tion de­ci­sions are resid­ual within the process.

Tem­ple­ton has a five-step process, which con­sists of iden­ti­fy­ing un­der­val­ued stocks, con­duct­ing in-depth fun­da­men­tal anal­y­sis, hav­ing a team ap­proval of stock ideas, con­struct­ing port­fo­lios from the ap­proved “bar­gain list” and on­go­ing port­fo­lio mon­i­tor­ing and risk man­age­ment.

Why fin­week would con­sider adding it:

The fund has an over­all Morn­ingstar rat­ing of four stars and has out­per­formed its bench­mark since in­cep­tion. It won the Rag­ing Bull Award for Best (FSB-Ap­proved) Off­shore Europe Equity Gen­eral Fund in 2017.



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