We build client portfolios around closed-end funds giving low-cost access to cutting edge and traditional global investment opportunities at measurable risk.
Overberg offers investors a unique opportunity to invest in international closed-end funds - the investment choice of professionals
Closed-end funds the professional investors best kept secret.
Investment trusts are closed-end funds (having a limited number of shares in issue) traded on the London Stock Exchange (LSE). They are publicly quoted companies that invest their shareholders’ equity in a wide spectrum of stocks, spreading risk over markets, currencies and jurisdictions. Having low fees, discounts to net asset value and dividend paying policies they are by far the most cost-effective way of diversifying a global investment portfolio.
|•||With over 500 listed, they are the largest sector of the LSE including international, general and specialist investments managed by leading global fund managers.|
|•||Exposure to all global regions, currencies, sectors and asset classes.|
|•||LSE listing provides active secondary market (immediate pricing) and regulatory comfort to alternative investment strategy exposure such as absolute return and commercial property.|
|•||The market price may trade below (discount) or above the NAV (Net Asset Value) depending on demand.|
|•||A discount will narrow with increased demand, thereby providing a “double whammy” to investment returns. Analysis of the discount/premium cycle provides an opportunity for enhancing returns.|
Global portfolio administration
Your portfolio will be in the safe custody of Charles Stanley stockbrokers in the U.K., and managed from here in S.A. Constant availability and a quick and flexible response are fundamental to our client relationships. We produce customised statements and investment reports to specific requirements.
|•||Base currency: GB Pounds, Euro or US Dollars|
|•||Standalone Private Portfolio|
|•||Minimum investment: $50, 000 or equivalent|
|•||Benchmark: FTSE Global 100 or tailored|
|•||Asset Allocation: flexible mix of closed-end funds, bonds and cash|
Mandate tailored to your global investment objectives
Each individual portfolio is designed to match your exact needs and expectations. We have monitored the performance of our first clients as shown in accompanying performance fact-sheets. These fit into the following broad categories:
Global Growth: Conservative globally diversified growth portfolio, using medium risk strategy with consistent annual returns and moderate volatility.
Global Income: Conservative globally diversified income portfolio, using low risk strategy with consistent annual returns and low volatility.
|•||Your portfolio can be modelled on one of these or adjusted in terms of growth profile, income generation and exposure to any specified geographic region, currency, industrial sector or asset class.|
|•||We normally manage portfolios on a fully discretionary basis but will act on your instruction if this is your preference.|