A unit trust is the underlying investment in your account, and the growth on your investment comes from the unit trust(s) you choose. A unit trust is a type of investment that provides you with easy and affordable access to financial markets. There are different types of unit trusts that are suitable for different goals and timeframes. If you are new to investing, click here to get help choosing a unit trust that’s suitable for you.
Higher risk & return
Higher potential long-term return
Higher investment risk and fluctuation
Stability & lower risk
Stability and low risk
Lower potential return over time
Higher growth, many ups and downs
Invests in listed shares and aims to achieve long-term capital growth.
At least 5 years, ideally longer
19.9% per year
Best performance year 125.8%
Worst performance year -24.3%
Current offshore exposure 31.4%
Our flagship long-term unit trust
Steady growth, some ups and downs
Invests in a mixed selection of assets to achieve steady, long-term growth.
At least 3 years, ideally longer
15.3% per year
Best performance year 46.1%
Worst performance year -14.2%
Current offshore exposure 32.4%
Lower growth, fewer ups and downs
Invests in a mixed selection of assets to preserve capital over any two-year period.
At least 2 years
11.4% per year
Best performance year 23.3%
Worst performance year -7.4%
Current offshore exposure 36.1%
Money Market Fund
Low growth, very few ups and downs
Invests in cash to offer stability with higher returns than bank deposits.
We offer three rand-denominated offshore unit trusts that are managed by our offshore investment partner, Orbis Investment Management Limited. You invest and transact using rands, and benefit from 100% exposure to offshore assets.
Allan Gray - Orbis Global Equity Feeder Fund
Invests in stock markets around the world to achieve long-term capital growth.
Allan Gray - Orbis Global Balanced Feeder Fund
Invests in a mixed selection of assets around the world to achieve long-term growth.
Allan Gray - Orbis Global Optimal Fund of Funds
Seeks long-term positive returns higher than foreign currency bank deposits in a low risk global portfolio.
Our three specialist unit trusts allow more experienced investors to diversify their investment portfolio and risk by investing in selected shares or interest-bearing securities to deliver growth over the long term.
SA Equity Fund
Invests in shares on the Johannesburg Stock Exchange (JSE) to outperform the South African equity market over the long term, without taking on greater risk.
Invests in selected shares to deliver positive long-term returns higher than those available in the money market sector, irrespective of stock market conditions.
Invests in South African interest-bearing securities to deliver returns that exceed inflation and cash returns over the long term, without taking on undue risk.