Invest offshore

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.

Offshore investments may perform better at times than local investments, and vice versa, depending on various factors, such as global economic conditions and exchange rates.

Watch a 40sec video on investing with foreign currency

Benefits of investing offshore through Allan Gray

Have control and flexibility
You have control and flexibility

You can choose the investment option that suits your needs and you can access your money at any time.

Get one point of contact
You get one point of contact

You receive consolidated reporting for your foreign-currency investments.

Simplified administration
You get help with the admin

We can assist you with the administrative requirements involved in taking your money offshore.

Reasons investing offshore may not be suitable for you

  • You need to use your own offshore allowance or money that is already offshore. If you have exceeded your personal foreign investment limit you may not be able to invest in foreign currency.
  • You may need to obtain tax clearance and convert your rands into any of our accepted foreign currencies.
  • Transactions can take significantly longer than local unit trusts.
  • You cannot invest in foreign-currency investments via the Allan Gray Endowment, Living Annuity, Retirement Annuity or the preservation funds. 

Choose an Orbis option that suits your needs

Orbis Global Equity Fund (USD)

Aims to earn higher returns than world stock markets, without greater risk of loss.

Orbis SICAV Global Balanced Fund (USD)

Seeks to balance appreciation of capital, income generation and risk of loss.

Orbis Optimal SA Fund (USD and Euro)

Seeks capital appreciation on a low risk global portfolio.

Orbis Global Equity Fund (USD)
Fully invested in global equities

• The benchmark is the FTSE World Index, including income, gross of withholding taxes (“FTSE World Index”)

• The Fund’s currency exposure is managed relative to that of the FTSE World Index

Orbis SICAV Global Balanced Fund (USD)
A diversified global portfolio
  • Invests in global equities, fixed income and commodity-linked instruments
  • Aims to earn higher long-term returns than its benchmark, which is comprised of 60% MSCI World Index with net dividends reinvested and 40% JP Morgan Global Government Bond Index (“60/40 Index”), both in US Dollars
  • Can employ limited stock market hedging to reduce risk of loss

Orbis Optimal SA Fund (USD and Euro)
A hedged portfolio of selected global equities

• Invests principally in selected global equities believed to offer superior relative value

• Employs stock market hedging to reduce risk of loss

  • Invests principally in a focused portfolio of selected global equities believed to offer superior relative value.
  • Employs stockmarket hedging to reduce risk of loss.

Our regional foreign-currency investment options

 Orbis SICAV Emerging Markets Equity Fund (USD)

Seeks higher returns than the average of the emerging markets equity markets, without greater risk of loss. Its benchmark is the MSCI Emerging Markets Index (Net) (US$) Index.

From 1 November 2016 the investment mandate of the Orbis SICAV Asia ex-Japan Equity Fund has been broadened to include all emerging markets. To reflect this, the Fund has been renamed the Orbis SICAV Emerging Markets Equity Fund.

Download Orbis SICAV Emerging Markets Equity Fund factsheet

 

Orbis SICAV Japan Equity Fund (EUR and JPY)  Aims to earn higher returns than the Japanese stock market. Its benchmark is the TOPIX Index, including income measured in Japanese Yen or hedged into Euro.

Download Orbis SICAV Japan Equity Fund EUR Factsheet

Download Orbis SICAV Japan Equity Fund JYP Factsheet 

Allan Gray Africa ex-SA Equity Fund (USD)  Aims to outperform African equity markets over the long term without taking on greater risk of loss. Its benchmark is the Standard Bank Africa Total Return Index. Download Allan Gray Africa ex-SA Equity Fund factsheet
Allan Gray Africa ex-SA Bond Fund (USD) Aims to achieve the maximum US dollar total return while minimising the risk of loss within the context of an African bond fund. Its benchmark is the J.P. Morgan GBI-EM Global Diversified Index. Download Allan Gray Africa ex-SA Bond Fund factsheet
Allan Gray Australia Equity Fund (AUD)

Aims to provide long-term returns that exceed its benchmark, the S&P/ASX 300 Accumulation Index.

Download Allan Gray Australia Equity Fund factsheet

Allan Gray Australia Balanced Fund (AUD)

Aims to balance capital growth, income generation and risk of loss using a diversified portfolio of shares, fixed income and commodity investments from Australia and overseas.

Download Allan Gray Australia Balanced Fund factsheet

Allan Gray Australia Stable Fund (AUD) Aims to provide long-term returns that exceed its benchmark, the Reserve Bank of Australia (RBA) cash rate, with less volatility than the Australian stock market.

Download Allan Gray Australia Stable Fund factsheet

Other investment options 

You can invest with other offshore investment managers through Allan Gray.

See foreign-currency investment options from other offshore investment managers.

We offer a range of rand-based offshore unit trusts from other investment managers for those investors who wish to invest and withdraw in rands and want the option of lower minimums. Rand-based offshore unit trusts are currently restricted for our Living Annuity and Endowment and our Allan Gray-Orbis funds are unavailable for basic unit trust investments as we have reached our foreign investment limits for these products.

See rand-based offshore investment options.

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.