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.
Benefits of investing offshore through Allan Gray
You can choose the investment option that suits your needs and you can access your money at any time.
You receive consolidated reporting for your foreign-currency investments.
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
Aims to earn higher returns than world stock markets, without greater risk of loss.
Seeks to balance appreciation of capital, income generation and risk of loss.
Seeks capital appreciation on a low risk global portfolio.
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. |
Download Orbis SICAV Emerging Markets Equity Fund factsheet
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| 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. | |
| 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. |
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| 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. |
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| 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. |
Other investment options
You can invest in foreign currency offshore unit trusts managed by other offshore investment managers through Allan Gray.
See foreign currency offshore unit trusts.
We offer a range of rand-denominated offshore unit trusts from other local investment managers which give investors the option of investing via a monthly debit order in rands (minimum R500). Rand-denominated offshore unit trusts are currently restricted for our Living Annuity and Endowment and our Allan Gray-Orbis unit trusts are unavailable for basic investments as we have reached our foreign investment limits for these products.
See rand-denominated offshore investment options.