OFFSHORE INVESTING & BANK ACCOUNTS

 

At Vista Wealth we recommend a client’s offshore exposure to be at least 50% of their total investment portfolio. In order to accomplish this we’ve had to smooth the offshore investment process. We can now get our client’s ZAR converted and into a foreign denominated currency bank account within one week. We can then invest the foreign currency in an offshore JP Morgan trading account OR an offshore structure in Bermuda, Guernsey or Jersey through Allan Gray, Glacier, Investec, Stanlib or Momentum. The process end-to-end can take as little as two weeks.

Below a high level list of offshore investment services we provide at Vista Wealth:

  1. Foreign denominated currency bank accounts with transparent and low conversion rates
    1. Click here to read more about our professional Forex service
  2. Offshore share portfolios – Foreign currency denominated
    1. Shares – Invest directly in shares like Google, Boeing and Visa
    2. Exchange Traded Funds (ETFs) – Invest directly in international ETFs like S&P500, Vanguard and Semiconductors
    3. Investment Trusts – Low cost actively managed funds like Monks, Bankers and other themed trusts
  3. Offshore unit trust investment – Foreign currency denominated
    1. Invest in FSCA approved offshore unit trusts
    2. Invest in some of the best international unit trusts like Dodge & Cox, Schroder and Orbis to name a few
  4. Offshore single stock futures (IDX) – Rand denominated
    1. Investors can take leveraged positions on international shares. Traded and cleared on the Johannesburg Stock Exchange (JSE)
  5. Local share portfolios – Rand denominated
    1. Invest directly in shares in dual listed companies listed on the JSE
    2. Invest directly in ETFs based on foreign indices and themes listed on the JSE
  6. Offshore tax wrappers where investors are taxed at a maximum of 30% as oppose to the potential 45% tax rate for higher income earners – Foreign currency and Rand denominated
  7. Capital and return guaranteed foreign underlying products – Rand denominated
    1. Investec Emerging Markets Digital Plus Product pays 22% if the index is flat/positive + 100% of the upside beyond 22%. 100% Capital Protection measured at maturity should the index not fall by more than 30%.
Index return at end of term?
Issuer  Underlying index Term Negative or 0% growth Positive growth  Positive growth
annualised return
Share in upside
Investec MSCI Emerging Market 4Years 100% capital back should the index not fall by more than 30%. 22% if the index is flat/positive ≈5.5% 100% of the upside beyond 22%

 

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