In this Daily Investor Smart Money episode, Alishia Seckam discusses offshore investing with Ninety One’s Sangeeth Sewnath.
Sewnath begins the interview by unpacking the main benefits of investing offshore and discusses whether clients delay their offshore investments due to the weak rand.
Sewnath then explains how much the rand exchange rate matters in the long term when investing offshore.
He moves on to the performance of the Ninety One Global Franchise Fund and the conclusions that can be drawn about the rand from the data it has collected.
Finally, Sewnath offers guidance to offshore investors and talks about the benefits of the Ninety One Global Franchise and Ninety One Global Strategic Managed Fund.