Discovery Global Portfolios
Our risk-profiled portfolios offer a global all-in-one investment solution. These portfolios use one of the world’s largest asset managers, BlackRock. They offer a variety of asset classes across many geographies and an active passive blend of index trackers and external asset managers.
You can select Discovery Global Portfolios on the Global Endowment, the Global Recurring Endowment and the Dollar Discovery Retirement Optimiser.
Discovery Global Share Portfolios
Our share portfolios are suitable for people with a higher tolerance for risk and an appetite for global equity. The portfolios have strong track records and comprise listed securities advised by Goldman Sachs Asset Management. These share portfolios were previously reserved for high-net-worth private wealth clients in the US. However, you can now select them on the Global Endowment if you invest more than USD 100 000.
Global Alpha Investment Choices
Our Global Alpha Investment Choices are suitable for people who want more flexibility. You can choose from a range of investment choices covering all major asset classes with the investment managers and investment choices carefully selected by a team of highly experienced analysts.
Global External Investment Choices and Global ETFs
We have over 320 investment choices across a range of risk profiles and asset classes with top managers from around the world.
The Discovery Global Megatrends Fund is now available
In this changing world, trends are emerging that are set to transform investment markets globally. Four megatrends in particular have globally been recognised as macroeconomic forces that will fundamentally shape the world going forward, including some of society’s biggest challenges – and opportunities. These trends are technological advancement, environmental sustainability, future of healthcare and the new-age consumer.
Partnering with Goldman Sachs Asset Management (GSAM), a leader in the global thematic investing space, we’re introducing an exciting new investment opportunity that will give clients exposure to these four trends: The Discovery Global Megatrends Fund.
Asset allocation of the Discovery Global Megatrends Fund
The fund gets exposure to the four trends by investing equally in four GSAM equity portfolios:
The fund is available in ZAR or USD on our local and global investments respectively, excluding Flexible Investments.
Important information about investing in this fund
The Global Megatrends Fund is a portfolio within an investment policy issued by Discovery Life Limited. Discovery Life is the owner of the underlying GSAM funds (ZAR) or an equity linked note (USD) giving exposure to the funds.
Clients suited to invest in this fund
The Global Megatrends Fund caters for a client with a high-risk profile. This is ideal for a client who wants access to various markets and sectors with the potential of benefiting from the four key megatrends.
Benefits of offshore investing
– It all starts with diversification: Diversification is a cornerstone of long-term investment strategy, and essentially refers to spreading your risk by not putting all your eggs in one basket.
– The exponential power of compound interest: By smoothing out your returns and minimising your risk of losses from these events, diversification helps ensure that the magic of compounding can continue relatively uninterrupted.
– Local investors are limited to just 1% of investable opportunities: South Africa accounts for less than 1% of the global economy, which means that a significant majority of investment potential lies beyond our borders.