News and Insights

Articles

01/11/2025 Navigating offshore opportunities amid global uncertainty 01/07/2025 A quality focus for an uncertain world 31/03/2025 Core Income Fund - Reasons to Invest

Videos

14/04/2025 Marriott/FIM Offshore Update 08/02/2025 Smart International Equity Portfolio 24/02/2024 Smart International Income Portfolio

Interviews

10/09/2025 Lourens Coetzee and Simon Brown (MoneywebNOW) - Rethinking investing in an age of uncertainty. 24/07/2025 Duggan Matthews and Simon Brown (MoneywebNOW) - Quality investing for resilient portfolios.

Reports

31/07/2025 Investment Update 2025 20/03/2025 Abridged Report to Investors 2024
Local Offshore

Local Investments

What do you want to do?

Minimum investment

Product

Grow your wealth but have access to it when you need it.

R500 lump sum and/or R300 debit order

Unit Trusts

Draw an income from your retirement savings.

R50,000

Living Annuity

Draw an income from your personal wealth savings.

R50,000

Income Solution

Save for retirement in a tax efficient way.

R10,000 lump sum and/or R300 debit order

Retirement Annuity

Transfer your retirement savings when changing employment.

R50,000

Preservation Fund

Offshore Investments

What do you want to do?

Minimum investment

Product

Invest in an offshore share portfolio.

£25,000

International Share Portfolio (GBP)

Invest in a direct UK real estate Fund.

£10,000

First World Hybrid Real Estate plc (GBP)

Invest in offshore high-income portfolios.

£25,000 or $30,000

Smart International Income Portfolio

Invest in a offshore diversified equity Portfolio.

£25,000 or $30,000

Smart International Equity Portfolio

Invest in offshore unit trusts.

£1,000 or $1,000

Unit Trusts (USD and/or GBP)

Invest in global unit trusts.

R500 lump sum and/or R300 debit order

Unit Trust Feeder Funds (ZAR)

Preservation Fund

Where

Minimum investment

Product

I am transferring from a ...

R50,000

Pension Fund

I am transferring from a ...

R50,000

Provident Fund