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Insights categories - Retirement

Taxation of retirement lump sums and living annuity income for non-residents

By Meagan Fraser on 11 May 2026

Reading time: 5 mins

Investors who emigrate are often surprised by the complexity involved in accessing their existing retirement investments after they have ceased to be South...

Insights categories - Offshore investing

Orbis Global Balanced: Avoiding fear and greed in a noisy market

By Alec Cutler on 21 Apr 2026

Reading time: 3 mins

Portfolio manager Alec Cutler, from our offshore partner, Orbis, reflects on the Orbis SICAV Global Balanced Fund’s performance over the period. He explains...

Insights categories - Local investing

Equity Fund: Markets retreat as sentiment cools and volatility rises

By Jithen Pillay on 17 Apr 2026

Reading time: 3 mins

Against heightened geopolitical tension and increased market volatility, the Allan Gray Equity Fund navigated a challenging first quarter of 2026, delivering...

Insights categories - Local investing

Stable Fund: Navigating  markets as sentiment shifts

By Tim Acker on 17 Apr 2026

Reading time: 3 mins

After a strong start to the quarter, markets reversed course in March as global risks came back into focus. Portfolio manager Tim Acker reflects on the Allan...

Insights categories - Offshore investing

Higher discretionary allowance: The opportunity to invest more offshore

By Daniel van Andel on 16 Apr 2026

Reading time: 3 mins

Thanks to the increase in the single discretionary allowance, from 17 April 2026, investors can use the Allan Gray Offshore Investment Platform and Allan Gra...

Insights categories - Markets and economy

Frontier Markets Equity Fund: Focusing on value amid market volatility

By Varshan Maharaj on 14 Apr 2026

Reading time: 2 mins

Against a backdrop of heightened geopolitical volatility, the Allan Gray Frontier Markets Equity Fund delivered a resilient first‑quarter performance. With...

Insights categories - Personal investing

The impact of tax on investment returns

By Carla Rossouw on 14 Apr 2026

Reading time: 1 min

There are many factors to consider when making investment decisions. Tax is a significant one. It is important to understand how taxes are applied to differe...

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