Offshore investing
Broaden your horizons by investing offshore
      financial planners funds offshore funds

      Offshore investing

      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 investors access to various growth opportunities across geographies, economies, and sectors. 

      Most local unit trust companies offer a range of funds and solutions with an offshore/global component, either by taking advantage of offshore exposure limits or by investing in global economies via an asset swap. Unit Trusts are a low cost and less administrative option to invest offshore when compared to investing in foreign currency via offshore platforms. 

      At Old Mutual Unit Trusts, we offer a wide variety of solutions with offshore exposure via both of these options. We have a variety of investment options, such as: 

      - Active and index/passive funds 
      - Listed equities, multi-asset, quants-based, foreign currency exposure 
      - Emerging markets and developed markets

      What we offer

      Old Mutual Global Equity Fund – An active equity fund that aims to offer superior returns over the medium to longer term by investing in shares from developed countries around the world.

      Old Mutual MSCI Emerging Markets ESG Index Feeder Fund – An index fund that tracks the MSCI Emerging Markets ESG Leaders Index. This fund offers investors exposure to emerging market companies with better ESG scores than their sector peers.

      Old Mutual MSCI World ESG Index Feeder Fund – An index fund that tracks the MSCI World ESG Leaders Index. This fund offers investors exposure to companies of developed economies with better ESG scores than their sector peers.

      Old Mutual FTSE RAFI® All World Index Feeder Fund – An index fund that aims to provide long-term capital growth by gaining exposure to the FTSE RAFI® All World 3000 Index. This RAFI® Index comprises listed companies rated according to four financial factors: cash flow, sales and dividends (averaged over 5 years) as well as book value at review date.

      Old Mutual Global Currency Feeder Fund – A fund that provides rand-denominated exposure to a basket of major foreign currencies, while avoiding equity risk.

      With our diverse range of unit trusts, we have the appropriate fund for your clients’ specific offshore investing journey.

      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

      High

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT

        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. 

        Old Mutual Share Price




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