The global portfolio
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.
- With around 600 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.
Global Portfolio administration
Your portfolio will be in the safe custody of Charles Stanley Stockbrokers or Credo Wealth in the U.K. 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
- 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.
Quarterly figures
Some things are | beyond wealth
Mandate tailored to your investment objectives
Each individual portfolio is designed to match your exact needs. The following table provides a broad guideline on risk/return categories:
Defensive
Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.
Income
Investors who want to protect their capital and achieve some real increase in the 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
RISK PROFILE
BEHAVIOUR
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 Growth
SmallCap
Medium Risk
Moderately aggressive investors who want high growth in their capital. High year-to-year fluctuations in capital value are acceptable.
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.
Defensive
Income
Mandate tailored to your objectives
Each individual portfolio is designed to match your exact needs. The following table provides a broad guideline on risk/return categories:
Defensive
Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.
Income
Investors who want to protect their capital and achieve some real increase in the 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
RISK PROFILE
High Risk
Moderately aggressive investors who want high growth in their capital. High year-to-year fluctuations in capital value are acceptable.
Behaviour | Growth
New Investor
Progressive Growth
SmallCap
Medium Risk
Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.
Behaviour | 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.
Behaviour | Defensive
Income