Multi-Asset
Offshore Balanced
A dedicated offshore allocation of international equities and bonds, for investors diversifying beyond domestic markets.
Overview
A dedicated offshore strategy combining international equities and bonds, designed for investors seeking to diversify beyond domestic markets.
The Offshore Balanced strategy gives investors a structured route to international markets, combining global equities and bonds within a managed currency framework.
It is well suited to clients looking to reduce concentration in the local market and access a broader opportunity set, with risk managed through diversification across regions and asset classes.
What it offers
- Offshore equities
- International bonds
- Managed currency exposure
- Global diversification
Who it is for
- Investors reducing local market concentration
- High-net-worth individuals
- Institutions with offshore allowances
The value of investments can go down as well as up, and past performance is not necessarily a guide to future performance. This page is for information only and is not investment advice or an offer to invest. Please speak to our team before investing.
Explore More
Related strategies
Multi-Asset
Global Balanced
A multi-asset strategy diversified across global equities, fixed income, and alternatives, providing access to international growth while managing currency exposure.
View strategyMulti-Asset
Local Balanced
A diversified strategy concentrated on Botswana capital markets, combining local equities, fixed income, and money market instruments for balanced, risk-adjusted returns.
View strategyFlagship Fund
iPRO Botswana Money Market Fund
Our flagship unit trust, the iPRO Botswana Money Market Fund (IBMMF), is a professionally managed, NBFIRA-regulated fund open to both institutional and retail investors.
View strategyInterested in Offshore Balanced?
Speak to an investment professional about how this strategy fits your objectives, risk tolerance, and time horizon.