Offshore investments

Discovery Invest gives you the variety and flexibility you need to invest offshore. We offer a wide range of offshore funds, managed by some of the most experienced global fund providers. Our Offshore plans offer you the opportunity of international diversification by currency, geographic region and asset class.

Plans available

Offshore Endowment Plans

Discovery Invest offers two kinds of Offshore Endowment Plans:

  1. The Recurring Dollar Endowment Plan allows you to save monthly in US dollars. You can choose from three risk-profiled dollar-denominated funds for easy mapping to your risk profile according to your specific risk tolerance.
  2. The Core Offshore Endowment Plan is a tax-efficient lump-sum investment giving you access to a wide range of offshore investment options. You may make one withdrawal within the first five years and certain limits apply.
  3. The Classic Offshore Endowment Plan is a lump-sum investment that provides all the benefits of the Core Offshore Endowment Plan and has special benefits to enhance your investment performance and protects you if the funds you choose underperform.

Offshore Flexible Investment Plan

This plan is a lump-sum investment that gives you access to a wide range of offshore investment options with access to your money if you need it.

Benefits include:

  • Offshore funds from a variety of internationally recognised fund managers
  • Access to a broad range of funds, such as bond funds, money market funds and equity funds