As a South African investor, you don’t have to limit your wealth-building opportunities to the local market. Investing offshore opens the door to a far broader range of options than those available locally.
To put it in perspective: the combined market capitalisation of the world’s top five stock exchanges is over $80 trillion. That’s more than 80 times the size of the JSE.
With Coronation, you can invest offshore in rands or in a foreign currency.
Minimum monthly debit order of R500 or a minimum lump sum investment of R5 000
Minimum lump sum investment of $500, €500 or £500
We’ve spent more than two decades building a suite of offshore funds with South African investors in mind. All are managed by globally experienced investment experts, who stay true to our long-standing, valuation-driven investment philosophy. This allows us to uncover the most compelling opportunities across asset classes and around the world.
To help you on your journey, we’ve highlighted four offshore funds below, each with a different recommended investment time horizon and risk profile.
For our full range of offshore investing options and more fund details, click here.
At Coronation we know the importance of making the right investment choice; we also know the value of seeking independent professional advice. If you are at all uncertain as to which is the right investment for you, we recommend that you talk to your financial adviser.
Learn moreIf you invest offshore in rands, there’s no limit on the maximum you can invest per year.
If you invest offshore in a foreign currency and you're a South African resident with an identity document and tax number, you can invest up to R11 million offshore per calendar year. This includes a R1 million discretionary allowance and an additional R10 million foreign capital allowance. Learn more
To give you access to the best global opportunities, Coronation offers a range of funds designed to meet specific offshore investing needs. These include both equity and multi-asset options, with exposure to developed and emerging markets. Choose one or more of the following funds.
Rand-denominated funds
Equity only:
Multi-asset:
Managed income:
Foreign currency-denominated funds
Multi-asset:
Managed income:
You won’t need tax clearance from SARS to invest offshore in rands. But if you're investing in a foreign currency–denominated fund, it depends on how you convert your rands. See the table below for details.
At Coronation, you will not pay any initial fees to invest in, or exit fees to withdraw from, the offshore fund/s that you choose.
We do charge an annual management fee, depending on your chosen fund. Each fund’s fees can be found here.
You can withdraw money and switch between other offshore funds at any time. However, we highly recommend that you remain invested for the long term to get maximum benefit from both our investment approach and the power of compounding.
