Offshore Investments

Introduction

Should you wish to improve the geographical diversification

of your investments we will buy and sell securities on your

behalf, taking your offshore investment objectives and risk

profile into consideration. This is done by making use of one

of our core offshore investment portfolios through direct

investments or via our institutional investment facility.

Alternatively, if you have specific objectives, a bespoke

portfolio will be designed to meet your requirements.

While some listed Exchange Trade Funds (ETFs) offer

offshore exposure, you may prefer personalised segregated

investment portfolios. Our range of offshore providers lets

you select the solution that best meets your particular

requirements, with access to all major global equity markets,

ETFs and mutual funds.

Offshore Non-discretionary (self-managed) Portfolios

If you want to participate in the management of your offshore

investments, we let you take the reigns. We are always

available to execute your transactions or to discuss invest-

ment opportunities (minimum $1 000).

Offshore Discretionary (managed) Portfolios

We will buy and sell securities on your behalf, taking your

investment objectives and risk profile into consideration.

Global ETF Portfolio (minimum $20 000)

This is a global diversification portfolio aimed at long-term

sustainable capital growth. Investors are placed in the MSCI

World Index tracker fund which exposes the investor to a

broad range of developed market companies around the

world, and allows the investor to diversify internationally and

seek long-term growth.

Global ETF Portfolio Multiple (minimum $20 000)

This is a global diversification portfolio aimed at long-term

sustainable capital growth. Investors are placed in an S&P

500 index tracker fund which exposes the investor to a broad

range of large cap US listed companies, and allows the

investor to diversify internationally and seek long-term

growth.

The investor is also exposed to the MSCI Europe ETF which

offers exposure to a broad range of large, medium and small

cap stocks within the developed market countries within

Europe. There is further exposure to the MSCI Pacific ETF

which offers the investor comprehensive access to large,

medium and small cap stocks in Australia, Hong Kong, Japan,

New Zealand and Singapore.

International Direct Share Portfolio (Minimum $80 000)

This is a high conviction international portfolio focused on

maximising risk adjusted returns to the investors over the

medium to long-term by investing in global listed equities.

The returns of this portfolio are based on the ability of world

equity markets indices to deliver returns in excess of inflation

and the ability of the portfolio manager and our research

team to identify and take positions in undervalued securities.

Asset Swap

Asset swaps are an effortless way to diversify offshore. There

are no limits to the amount that can be invested offshore and

the submission does not require SARB approval. Utilising this

vehicle, affords you the opportunity to invest globally, without

physically moving funds offshore. Monthly contributions are

allowed. The investments must be repatriated to South

Africa. Asset swaps are available via our offshore service

providers, Swissquote and Julius Bar.

Improve the geographical diversificationof your investments

257 Oxford Road Illovo Johannesburg 2196 PO Box 55386 Northlands 2116 South Africa T +27 (0)11 550 6200 F +27 (0)11 550 6295 momentum.co.za/securitiesMomentum Securities is an authorised financial services and registered credit provider and a subsidiary of Momentum Metropolitan Holdings Ltd. Reg no 1974/000041/07.Momentum Securities is a member of the JSE Ltd. (FSP29547) (NCRCP2518).

Please note: Some information used to prepare this document is from third party sources and whilst every effort has been made to ensure the accuracy and validity of the data, Momentum Securities cannot guarantee the accuracy or completeness of such informtion, nor can it guarantee that such information is always up to date. This publication is not intended to give legal, tax, accounting, exchange control or any other professional advice. Foreign currency investments are high risk due to the presence of both currency and market risk.

Offshore Service Providers

Momentum Securities’ relationship with our offshore

providers offers you the ability to utilise their offshore

platforms via your local portfolio manager relationship.

Swissquote

TheSwissquote Group is Switzerland’s leading provider of

online financial and trading services. Listed on the Swiss

Market Exchange since 29 May 2000, the Swissquote Group

has its headquarters in Gland VD (Switzerland) and offices in

Zürich, Bern, Dubai, Malta, London and Hong Kong.

An account via Momentum Securities will gain you access

and provide you with the opportunity to act on financial

information in the following exchanges: SIX Swiss Exchange;

North America (USA and Canada); USA: CME and ISE;

Europe (UK, Austria, Germany, Italy, Scandinavia); Euronext;

Eurex; Euwax.

Julius Bär (Minimum $500 000)

The Julius Bär Group, headquartered in Zurich, ranks among

the largest publicly listed financial service providers in

Switzerland.

Julius Bär’s origins date back to 1890. And from that time, up

until today, the renowned Swiss private banking group has

been dedicated to serving sophisticated private clients and

family offices from around the world.

Julius Bär is present in all major financial centers. Headquar-

tered in Zurich, they have offices in key locations including

Dubai, Frankfurt, Geneva, Hong Kong, London, Luxembourg,

Milan, Monaco, Montevideo, Moscow, Mumbai, Singapore

and Tokyo.

Momentum Securities’ established institutional relationship

with Julius Bär provides us with the ability to utilise their

platform on your behalf and offer you their full suite of

banking services.

For more information, please contact your portfolio manager,

or our Client Services team on 011 550 6270.