Naviga Global Series

Our Global Series is designed for clients that would like to diversify their portfolios by including direct offshore investments.

The portfolios combine fund managers with complimentary investment styles that should improve the diversification and consistency of the performance. The portfolios will generally invest in global fund managers but may also include some the investment ideas from Boutique Investment Partners.

Why direct global investments

  • Reduce exposure to SA, diversify across the globe
  • More investment opportunities offshore
  • Protect against a potential depreciation of the Rand
  • More tax efficient

Naviga Global Balanced Portfolio 

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.

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Naviga Global Equity (ZAR) Portfolio 

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

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Naviga Global Equity (USD) Portfolio 

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.

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Naviga Global Cautious Portfolio

The primary investment objective of the portfolio is to provide capital protection with some growth over the medium to long-term, while reducing risk by diversifying among various asset classes. This portfolio has a flexible mandate which can invest in various regions, asset classes and currencies.

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