Global portfolios
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 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.
- With around 450 listed, they are the largest sector of the LSE including international, general and specialist investments managed by leading global fund managers.
- Exposure to all global regions, currencies, sectors and asset classes.
- LSE listing provides active secondary market (immediate pricing) and regulatory comfort to alternative investment strategy exposure such as absolute return, private equity and commercial property.
- The market price may trade below (discount) or above the NAV (Net Asset Value) depending on demand.
- A discount will narrow with increased demand, thereby providing a “double whammy” to investment returns. Analysis of the discount/ premium cycle provides an opportunity for enhancing returns.
Your portfolio will be in the safe custody of industry leaders, Charles Stanley Stockbrokers, Platform Securities LLP or Credo Wealth, to name a few, 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.
- Base currency: GB Pounds, Euro or US Dollars
- Standalone Private Portfolio
- Benchmark: FTSE Global 100 or tailored
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Asset Allocation: Flexible mix of closed-end funds,
bonds and cash - Mandate tailored to your global investment objectives
- Each individual portfolio is designed to match your exact needs and expectations
Some things are | beyond wealth
Global Portfolios: the risks and returns
Each individual portfolio is designed to match your exact needs.
Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.
Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.
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.
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:
Moderately aggressive investors who want high growth in their capital. High year-to-year fluctuations in capital value are acceptable.
- Global Growth
Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.
- Global Balanced
Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.
- Global Defensive
Global Portfolio risks and returns
Each individual portfolio is designed to match your exact needs.
Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.
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.
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:
Moderately aggressive investors who want high growth in their capital. High year-to-year fluctuations in capital value are acceptable.
New Investor
Progressive Growth
SmallCap
Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.
Balanced Rand Hedge
Regulation 28 Balanced
Regulation 28 Rand Hedge
Sharia
Property Based
Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.
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
Market Reports
We prepare market reports 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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