Global Equity Note - Efficient Private Clients
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Global Equity Note

The Global Equity Note tracks the global equity model portfolio and is useful for local investors seeking cost effective global exposure.

This portfolio is aimed at investors looking to diversify their wealth outside of South Africa and who are comfortable with full exposure to globally-listed shares and the movement in global currencies. The Global Equity Note is well-diversified across countries and currencies, and contains between 18 and 26 shares. The main purpose of the portfolio is to find good long-term investment opportunities. Expected currency movements is never the primary consideration. Typically, this portfolio focuses on developed markets.