Rand-denominated offshore unit trusts

If you want to diversify your portfolio by investing offshore, a simple way to achieve this is to use rands to invest via rand-denominated offshore unit trusts.

Although your investment is priced in rand, your investment performance will be determined by the performance of the underlying offshore assets and the daily currency movements.

You get diversification

Investing offshore allows you to spread your investment risk across different economies and regions. It also gives you access to industries and companies that may not be available locally.

Simplified administration
You get simplified administration

You do not need to buy foreign currency or get tax clearance from the South African Revenue Service, since you use the investment manager’s offshore allowance instead of your own.

Choose a unit trust that suits your needs

Allan Gray - Orbis Global Equity Feeder Fund

A unit trust with the potential for high long-term returns from global markets, with significant fluctuation that could last many years.

Allan Gray - Orbis Global Balanced Feeder Fund

A unit trust offering long-term investment returns by balancing capital growth, income generation and the risk of loss in global markets.

Allan Gray - Orbis Global Optimal Fund of Funds

A unit trust for long-term capital growth with better returns than those from foreign cash.

The Allan Gray-Orbis Global Equity Feeder Fund

Invests only in the Orbis Global Equity Fund
Suitable for you if:
  • You want to invest offshore in rands
  • You want to invest in global shares to grow your capital over the long term
  • You are comfortable with the global stock market and currency movements, as well as the possibility of losing your capital
  • You have at least five years to invest

Can you tolerate significant ups and downs?

You must be prepared to wait out years in which you may experience performance that may be significantly better, or significantly worse, than in a Balanced Fund. It is important that you are able to remain invested after a drop, to give your investment time to recover.

Understand long-term return by looking at the total return over 10 years.

Total return over 10 years

You can benefit if you have enough time to wait

If you have the time and the patience to leave your money invested despite dramatic and long-lasting ups and downs, the Equity Fund has the potential to deliver higher long-term return.

To really understand how much an investment has grown over time, it’s important to look at return after inflation.

The Allan Gray-Orbis Global Balanced Feeder Fund

Invests only in the Orbis SICAV Global Balanced Fund
Suitable for you if:
  • You want to invest offshore in rands
  • You want to invest in a range of global assets to grow your capital over the long term, without investing fully in global shares
  • You are comfortable with global market and currency movements
  • You accept the potential for capital loss, but less than in a global equity unit trust
  • You are ideally investing for at least three to five years

Can you tolerate significant ups and downs?

You must be prepared to wait out years in which you may experience performance that may be significantly better, or significantly worse, than in a Balanced Fund. It is important that you are able to remain invested after a drop, to give your investment time to recover.

Understand long-term return by looking at the total return over 10 years.

Total return over 10 years

You can benefit if you have enough time to wait

If you have the time and the patience to leave your money invested despite dramatic and long-lasting ups and downs, the Equity Fund has the potential to deliver higher long-term return.

To really understand how much an investment has grown over time, it’s important to look at return after inflation.

The Allan Gray-Orbis Global Optimal Fund of Funds

Invests in a mix of Orbis absolute return funds
Suitable for you if:
  • You want to invest offshore in rands
  • You are looking for steady, long-term capital growth with better returns than foreign cash
  • You are comfortable with currency movements

Can you tolerate significant ups and downs?

You must be prepared to wait out years in which you may experience performance that may be significantly better, or significantly worse, than in a Balanced Fund. It is important that you are able to remain invested after a drop, to give your investment time to recover.

Understand long-term return by looking at the total return over 10 years.

Total return over 10 years

You can benefit if you have enough time to wait

If you have the time and the patience to leave your money invested despite dramatic and long-lasting ups and downs, the Equity Fund has the potential to deliver higher long-term return.

To really understand how much an investment has grown over time, it’s important to look at return after inflation.

Other unit trust options

If you want to include manager diversification as part of your investment strategy, you may also want to invest via rand-denominated offshore unit trusts offered by other investment managers.

Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.