Offshore Funds
It’s always a good time to go global.
      financial planners funds offshore funds

      Offshore investing

      At Old Mutual Unit Trusts, we offer a wide variety of offshore investment solutions.

      The South African stock market represents less than 1% of the global economy which limits those invested exclusively in SA to just a fraction of the global equity market. A well-diversified portfolio should include offshore exposure that will give you access to various growth opportunities across geographies, economies and sectors. No matter where you are in the world, investing outside of your domestic market is always a good idea in terms of diversifying.

      Unit trusts are a low cost and less administrative option to invest offshore when compared to investing in foreign currency via offshore platforms. With our diverse range of unit trusts, we have the appropriate fund for your specific offshore investing journey.
      What we offer

      Old Mutual Global Equity Fund - This fund provides investors with the opportunity to invest in equities listed on the Johannesburg Securities Exchange (JSE).

      Old Mutual MSCI Emerging Markets ESG Index Feeder Fund - This moderately aggressive asset allocation fund invests in local and international asset classes.

      Old Mutual MSCI World ESG Index Feeder Fund - This fund aims to offer investors an ethical investment vehicle providing income and relative capital stability over time.

      offshore investing

      OLD MUTUAL FUND NAME
      MANDATE
      RISK
      FACT SHEET
      MDD
      PORTFOLIO
      INVESTOR
      REPORT
      REG 28
      COMPLIANT

      FTSE RAFI® All World Index Feeder Fund

      Global - Equity - General

      Moderate to High

      Global Currency Feeder Fund

      Global - Interest Bearing - Short Term

      Low

      Global Equity Fund

      Global - Equity - General

      Moderate to High

      MSCI Emerging Markets ESG Index Feeder Fund

      Global - Equity - General

      High

      MSCI World ESG Index Feeder Fund

      Global - Equity - General

      Moderate to High

      FTSE RAFI® All World Index Feeder Fund
      Global Currency Feeder Fund
      Global Equity Fund
      MSCI World ESG Index Feeder Fund
      MSCI Emerging Markets ESG Index Feeder Fund

      MANDATE

      Global - Equity - General

      RISK

      Moderate to High

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT

      MANDATE

      Global - Interest Bearing - Short Term

      RISK

      Low

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT

      MANDATE

      Global - Equity - General

      RISK

      Moderate to High

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT

      MANDATE

      Global - Equity - General

      RISK

      Moderate to High

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT

      MANDATE

      Global - Equity - General

      RISK

      HIGH

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT

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        Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider. 

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