Offshore Multi-manager Funds |
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International multi-manager funds (Euro-denominated offshore funds)
Plexus manages a range of three risk-profiled offshore multi-asset class funds (which have exposure to mainly First World markets), namely the Plexus Global Funds (Global Sprinter, Global Pacer and Global Income Plus). These funds are domiciled in Guernsey and are euro denominated.
The Plexus Global Funds hold a diversified range of internationally listed equity and interest-bearing securities, which are mainly exchange-traded funds tracking global market indices.
The equity portion of the global funds is invested in a combination of international exchange-traded funds that mirror the RAFI® Global 1000 Enhanced Index as closely as possible.
The interest-bearing portion of the Plexus Global Funds comprises a diversified range of internationally listed interest-bearing securities (exchange-traded funds) and money-market instruments. The credit quality of the funds is strictly controlled and the average duration is subject to general economic and market conditions.
Click here for a schematic overview of the risk/return profile of the Euro-denominated range of Plexus ARP Global Funds.
For information on the investment mandates, risk profiles, ideal investors and performance benchmarks please click on the funds listed below:
Plexus ARP Global Sprinter Fund (Eur)
Plexus ARP Global Pacer Fund (Eur)
Plexus ARP Global Income Plus Fund (Eur)
Plexus RAFI Enhanced Global Strategy Fund (Eur)
The Plexus ARP Global Funds are suitable for the offshore investment allowance of R2 000 000 per individual. Depending on the availability of foreign investment capacity, Plexus can facilitate further foreign investments (previously known as "asset swaps") for investors who have already made use of their full offshore investment allowance of R2 000 000. This type of investment can also be accommodated within an endowment policy structure, which holds certain tax advantages.
Please note: The Global Endurance Fund's assets were transferred to the Global Pacer Fund.

