Rand-denominated offshore unit trusts
If you want to diversify your portfolio by investing offshore, a simple way to achieve this is to use rands to invest via rand-denominated offshore unit trusts.
Although your investment is priced in rand, your investment performance will be determined by the performance of the underlying offshore assets and the daily currency movements.
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.
You do not need to buy foreign currency or get tax clearance from the South African Revenue Service, since you use the investment manager’s offshore allowance instead of your own.
Choose a unit trust that suits your needs
We have closed the funds to prudently manage our offshore exposure within the offshore limit regulated by the South African Reserve Bank. You are still able to access the funds via the Allan Gray Endowment, Living Annuity, Retirement Annuity Fund or Preservation funds.
*Applies to account numbers starting with AGUT or AGLP.
A unit trust with the potential for high long-term returns from global markets, with significant fluctuation that could last many years.
A unit trust offering long-term investment returns by balancing capital growth, income generation and the risk of loss in global markets.
A unit trust for long-term capital growth with better returns than those from foreign cash.
Other unit trust options
If you want to include manager diversification as part of your investment strategy, you may also want to invest via rand-denominated offshore unit trusts offered by other investment managers.