Offshore investment options with Sanlam support

Glacier International’s Navigate Optimised Portfolios comprise a guided list of investment choices to help simplify investing offshore.

These portfolios have been constructed to appeal both to investors who are new to offshore investing and looking for guidance, as well as to seasoned offshore investors who are looking for a considered offshore investment solution.

Essentially, they take care of the portfolio management decisions for you.

The Navigate Optimised Portfolios have enjoyed a successful track record and are available in two currency options – USD and GBP.

Investors, together with their financial advisers, can select from one of three risk profiles – cautious, moderate and aggressive.

The portfolios are carefully monitored and managed as market conditions or manager circumstances change, with the aim of meeting clients’ financial needs and expectations.

Why choose Navigate Optimised Portfolios?

● Enjoy the guidance, simplicity and peace of mind provided by these portfolios. ● The portfolios are administered, monitored and rebalanced on clients’ behalf.

● The underlying funds are carefully selected and comprise market-leading global fund management companies with superior track records and qualitative characteristics. Complementary philosophies and approaches to investing add diversification to the portfolios. ● There is 24-hour online access to view your investment. ● Additional benefits

The Navigate Optimised Portfolios are available via the Global Life Plan (an endowment policy), the Global Investment Plan (a sinking fund policy) and the Glacier Offshore Investment Plan (a discretionary savings plan).

The Global Life Plan also offers investors a number of taxand estate-planning advantages.

Markets are expected to remain uncertain for investors for the foreseeable future.

A well-diversified, long-term investment plan with prudent capital allocation will therefore be key. Speak to your adviser for more information.