With independent, holistic financial advice, Efficient Global Investors are invested in the most efficient investment solutions, allowing them access to appropriate levels of global exposure. The most efficient investment solution and global exposure reduces risks and improves returns. Less volatility also means better capital preservation.

Efficient Global Investing starts with independent, holistic financial advice, tailored to the size of your investment. Click on the amount you have in your total portfolio, to see what investment options we have to offer.

Your total portfolio size

Including cash savings, pension funds, annuities, retirement annuities, living annuities and all other investments.

R150 000 + R1 500 000 + R15 000 000 +

Performance

ZAR
USD

Performance (12/21) ZAR1M6M1Y2Y3YSince 2016
Naviga Global Equity Portfolio2.90 %15.16 %24.85 %45.35 %66.06 %86.96 %
EAA Fund Global Large-Cap Blend Equity4.44 %16.28 %24.67 %47.35 %68.01 %82.13 %

Performance (12/21) USD1M6M1Y2Y3YSince 2016
Naviga Global Equity Portfolio4.32 %3.81 %15.87 %33.04 %57.65 %78.91 %
EAA Fund Global Large-Cap Blend Equity4.09 %5.03 %16.01 %32.07 %54.27 %74.22 %

Information

The primary investment objective of the portfolio is to deliver capital growth over the long term. This portfolio will invest predominantly in equities and has a flexible mandate with regards to the region, style and currency.

Performance

ZAR

Performance (12/21)1M6M1Y2Y3YSince 2018
EFW Worldwide Flexible3.66 %6.86 %16.36 %33.77 %48.51 %51.04 %
(ASISA) WWide MA Flexible-5.55 %2.99 %9.62 %20.51 %36.32 %38.99 %

Information

The primary investment objective of the portfolio is to deliver capital growth over the long term, while managing the downside risk. This portfolio has a flexible mandate which can invest in various regions, asset classes and currencies.

Global Structuring provides unique benefits, improving the returns of your estate over the long-term


Disclaimer: We only offer illustrative examples and do not offer any tax advice.

What is Global Structuring?

  • Global Structuring organises your estate through a global company and trust
  • The minimum offshore investment is R15 million

Benefits of Global Structuring

  • Enhances your return on investment over time
  • Mitigates the political and economic risks of your estate
  • Mitigates currency-related risks
  • Mitigates the impact of tax events on your estate:
    • Worldwide income is not taxed in your personal capacity
    • Estate duties do not apply to your structure
    • The effective tax rate of your structure is only 3%
  • Provides the flexibility to move abroad any time
  • Provides access to an expert team of dedicated managers and accountants