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Articles tagged as "Offshore Investing"

Insights categories - Local investing

Local investment update: Balancing caution and optimism

By Tim Acker on 26 Sep 2023

Reading time: 7 mins

In recent years, South Africa’s numerous, well-known economic challenges have fuelled declining investor sentiment and led many to doubt the local market’s...

Insights categories - Offshore investing

How to invest offshore

By Radhesen Naidoo and Thandi Skade on 22 Apr 2021

Reading time: 8 mins

It is said that home is where the heart is, and for many investors, it is a sentiment reflected in the composition of investment portfolios, often skewed in...

Insights categories - Offshore investing

Orbis: Positioning portfolios for long-term performance

By William Gray on 25 Jan 2019

Reading time: 5 mins

William Gray, from our offshore partner, Orbis, reviews Orbis’s recent performance and discusses their investment approach in the current environment.

Insights categories - Offshore investing

What is a good offshore strategy?

By Dan Brocklebank and Tamryn Lamb on 23 Oct 2018

Viewing time: 1 min

Novice and experienced investors often ask the same question time and again: When is the best time to invest offshore?

Insights categories - Offshore investing

Orbis: How to balance risk and return in the current environment

By Alec Cutler on 30 Jun 2018

Reading time: 10 mins

As we look at opportunities around the world, one thing seems clear – it is no time to be a hero. According to Alec Cutler, from our offshore partner, Orbis,...

Insights categories - Offshore investing

What taxes do I pay when I invest offshore?

By Carla Rossouw on 17 Nov 2017

Reading time: 6 mins

Investing offshore allows you to diversify and benefit from a broader universe of investment ideas, but what about the tax you may have to pay?As with any...

Insights categories - Offshore investing

Global perspective: Do value shares deserve to be this cheap?

By Alec Cutler on 31 Dec 2016

Reading time: 7 mins

The Orbis Global Balanced Fund aims to balance capital appreciation and income generation with the associated risk of its investments. These objectives...

Insights categories - Offshore investing

Something’s got to give...

By Simon Mawhinney on 09 Dec 2016

Reading time: 4 mins

Recently companies in Australia that have grown their earnings and paid large dividends have been well rewarded. But is this sustainable?

Insights categories - Offshore investing

Orbis funds: Finding the best long-term value for clients

By Seema Dala on 30 Sep 2014

Reading time: 8 mins

The Orbis Global Equity Fund will mark its 25th year at the end of December. In that time, Orbis has provided access to the same fundamental, contrarian,...

Insights categories - Offshore investing

How to access investment opportunities in Asia

By Seema Dala on 31 Mar 2014

Reading time: 7 mins

Asia presents interesting investment opportunities, but for the average investor, researching these opportunities would be a massive undertaking fraught with...

Insights categories - Offshore investing

Accessing foreign investment opportunities

By Richard Carter and Johann Grandia on 04 Feb 2014

Reading time: 7 mins

South African foreign exchange controls limit the amount unit trusts can invest overseas to 35% of retail assets under management, collectively. Available...

Insights categories - Offshore investing

Hunting for compelling opportunities in the current environment

By Adam R. Karr on 31 Dec 2013

Reading time: 8 mins

2013 was a good year for global stock markets. The FTSE World Index returned 24.7% in US$ terms since the start of 2013 and is near an all-time high. The Orb...

Insights categories - Offshore investing

Access global investment opportunities via our offshore platform

By Johann Grandia on 30 Sep 2013

Reading time: 6 mins

We understand that many investors are keen to invest offshore but neglect to do so as they find it too daunting. Johann Grandia discusses some of the...

Insights categories - Offshore investing

Orbis Global Equity Fund: A reversal of fortunes

By Seema Dala on 30 Sep 2013

Reading time: 8 mins

After a prolonged period of relative underperformance, since January this year the Orbis Global Equity Fund has meaningfully outpaced its benchmark in US...

Insights categories - Offshore investing

Equity opportunities down under

By JD de Lange and LJ Collyer on 30 Jun 2013

Reading time: 8 mins

Last quarter, Seema Dala wrote about the importance of diversifying your portfolios by investing offshore. Australia is definitely offshore from South Africa...

Insights categories - Markets and economy

The Allan Gray Africa Equity Fund celebrates 15 years

By Andrew Lapping and Nick Ndiritu on 30 Jun 2013

Reading time: 9 mins

When the Allan Gray Africa Equity Fund (the Fund) was launched on 1 July 1998 it was the first unitised product in which Allan Gray Proprietary Limited was...

Insights categories - Offshore investing

Investing offshore to reduce portfolio risk

By Seema Dala on 31 Mar 2013

Reading time: 8 mins

Five years on from the start of the Global Financial Crisis, as economic uncertainty continues across the world, investors remain sceptical about exposing...

Insights categories - Personal investing

Logic fails to prevail in investment decision making

By Carl Richards and Jeanette Marais on 24 Aug 2012

Reading time: 4 mins

Most of us make the same mistake with our money over and over again: we buy high out of greed and sell low out of fear, despite knowing on an intellectual...

Insights categories - Markets and economy

Can the level of interest rates be used to reliably predict investment returns?

By Duncan Artus on 13 Jul 2011

Reading time: 4 mins

Local and global short-term interest rates are at low levels. This has led to questions about the rationale for holding cash both locally and offshore. We ha...

Insights categories - Offshore investing

Understanding your offshore investment options

By Jeanette Marais on 30 Jun 2011

Reading time: 8 mins

On top of making investment decisions, there are various practical options to choose from when investing offshore. Exchange controls are currently a constrai...

Insights categories - Personal investing

The offshore conundrum

By Chris du Toit on 31 Mar 2011

Reading time: 6 mins

A question often asked of us is: 'How much should I invest offshore?' This question has a different answer for each person. Another, perhaps more important,...

Insights categories - Local investing

Foreign exposure in the Allan Gray Stable Fund

By Ian Liddle and Mahesh Cooper on 31 Dec 2010

Reading time: 10 mins

The long-term track record of the Allan Gray Stable Fund shows returns well ahead of its benchmark and satisfactory capital stability. Nevertheless, the Fund...

Insights categories - Offshore investing

Launch of the Allan Gray-Orbis Global Optimal Fund of Funds

By Richard Carter on 31 Mar 2010

Reading time: 8 mins

Allan Gray introduced its third rand-denominated offshore fund on 1 March 2010 bringing the total number of unit trusts to nine. The Allan Gray-Orbis Global...

Insights categories - Personal investing

The benefits and pitfalls of foreign diversification

By Chris du Toit on 30 Sep 2009

Reading time: 8 mins

Most South African investors looking to diversify will choose to include offshore assets in their portfolio. The trick is to select the right combination of...

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