Investments / General

Think twice before increasing your offshore asset allocations

Local investors may be tempted to have an ‘everything offshore’ mindset following the relaxation of foreign exchange controls by National Treasury to allow regulation 28 compliant funds to invest up to 45% of their assets offshore.

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The intricacies of asset allocation

Recent amendments to regulation 28 of the Pension Funds Act make it possible for asset managers to invest as much as 45% of affected funds offshore; but the decision to do so is far from simple. Nothing illustrates the challenge these managers face, nor the complex interlinking of the financial advice and financial product universes, than spending some quality time with a leading financial services provider.