Our team at BACCI have simplified the process for you to invest directly offshore with a range of active and passive solutions. Investing offshore allows you to spread your investment risk across different economies and countries. It also gives you access to industries and companies that may not be available locally.
GLOBAL EQUITY PORTFOLIO
The primary objective of the Global Equity Portfolio is to achieve a long term total return by investing across developed global equity markets. The investment style is to invest in dominant, high quality businesses which have a history of developing both growth and real economic value. The portfolio's exposure to listed securities will always exceed 90% of the portfolio's net asset value but may include preference shares, property shares and property related securities.
The methodology relies primarily on bottom up fundamental analysis. Investment allocation to underlying companies are long term in nature with a view to minimise portfolio turnover.
While we expect our approach to achieve returns in excess of the market the portfolio construction is benchmark agnostic.
We provide you with the platform allowing you to trade in any share in almost every market at internationally competitive rates.
INTERNATIONAL FUNDS / MULTI ASSET PORTFOLIOS
We offer you the ability to invest directly in a wide selection of global funds based offshore with excellent long-term track records. We perform regular due diligence on all 3rd party managers to ensure consistency in approach.