The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information
for private investors can be accessed on the Personal area of our site. Terms & conditions.
7 March 2014
The Navigate Global Equity Share Portfolio provides investors with the opportunity to invest in a managed share portfolio of 20 – 25 global equities via a cost- and tax-efficient life wrapper.
The share portfolio is available for investments of US$150 000 and above. The annual investment management fee of the share portfolio is 1.2% (excluding VAT) and the Navigate administration fee of 0.3% also applies.
The portfolio is actively managed by Pieter Fourie, Global Head of Equity at Sanlam Private Investments (UK).