Offshore investingAt 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.
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.