Global portfolios

We build client portfolios around closed-end investment companies giving low-cost access to cutting edge and traditional global investment opportunities at measurable risk.
What are the benefits of a global portfolio?

Overberg Asset Management offers investors a unique opportunity to invest in international closed-end investment companies, the investment choice of professionals.

Closed-end investment companies

Closed-end investment companies remain the professional investors’ best kept secret. These companies have a limited number of shares in issue and are traded on the London Stock Exchange (LSE). They are publicly quoted companies that invest their shareholders’ equity in a wide spectrum of stocks, spreading risk over markets and currencies. Having low fees, discounts to net asset value and dividend paying policies they are by far the most cost-effective way of diversifying a global investment portfolio.

Benefits
Global Portfolio administration

Your portfolio will be in the safe custody of Charles Stanley Stockbrokers, Platform Securities LLP or Credo Wealth in the United Kingdom and managed from here in South Africa. Constant availability and a quick and flexible response are fundamental to our client relationships. We produce customised statements and investment reports to specific requirements.

2020 Quarterly comparison
OAM Global Balanced Performance vs Benchmark (Index points)

Some things are | beyond wealth

Global Portfolios: the risks and returns

Mandate tailored to your investment objectives

Each individual portfolio is designed to match your exact needs.

Defensive

Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.

Balanced

Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.

Growth

Aggressive investors who want substantial capital growth. Considerable year-to-year fluctuations in value are acceptable in exchange for a potentially high long-term return.

Model a portfolio according to your needs

Your portfolio can be modelled on one of the options listed in the table below and adjusted in terms of growth profile, income generation and exposure to a specified sector or asset class:

RISK PROFILE
PORTFOLIO
High Risk

Moderately aggressive investors who want high growth in their capital. High year-to-year fluctuations in capital value are acceptable.

Growth

New Investor

Progressive

Global Growth

Medium Risk

Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.

Balanced

Global Balanced

Low Risk

Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.

Defensive

Global Defensive 

Global Portfolio risks and returns

Mandate tailored to your objectives

Each individual portfolio is designed to match your exact needs.

Balanced

Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.

Growth

Aggressive investors who want substantial capital growth. Considerable year-to-year fluctuations in value are acceptable in exchange for a potentially high long-term return.

Model a portfolio according to your needs

Your portfolio can be modelled on one of the options listed in the table below and adjusted in terms of growth profile, income generation and exposure to a specified sector or asset class:

RISK PROFILE
High Risk

Moderately aggressive investors who want high growth in their capital. High year-to-year fluctuations in capital value are acceptable.

Portfolio | Global Growth

New Investor

Progressive Growth

SmallCap

Medium Risk

Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.

Portfolio | Global Balanced

Balanced Rand Hedge

Regulation 28 Balanced

Regulation 28 Rand Hedge

Sharia

Property Based

Low Risk

Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.

Portfolio | Global Defensive

Invest Global

Spend time with our team and find out if a Global Porfolio is best suited for you.

Global Factsheets

We provide detailed quarterly fact sheets covering our Global portfolios’ performance against key benchmarks. Learn more

Weekly Market Report

We prepare a weekly report containing insights into indexes, markets and global events that may affect your investment. Learn more

Interested?

We understand investing is about more than just wealth. Allow us to help you chart the course.

Unsure about something?
Feel free to contact one of our experienced team members with your queries.

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