Minimum investment: $ 100 000
Management Fee: 1.25%
Target Return: CPI + 7% (Global CPI)
This portfolio is ideal for investors looking to diversify their wealth outside of South Africa and is comfortable with exposure to global listed shares and global currency movements. The Global House View portfolio of 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. A view on expected currency movements is never the primary consideration. Typically, this portfolio focuses on developed market companies, who might have revnue streams in emerging markerts.
Global House View Performance
The table below indicates the performance for the EFPC Global House View Portfolio. The graph illustrates how a $100 000 investment in the EFPC Global House View Portfolio would have performed.