Offshore Funds
You can choose to invest in South African rand, US dollar or Namibian dollar. The Namibian dollar and rand-denominated funds are managed by the M&G Investments' Southern African management team, and the US dollar funds are managed by M&G Investments' London-based team.
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Our offshore unit trust range
We offer a range of global funds investing in either single or multiple asset classes. These include the M&G Global Equity, Balanced, Inflation Plus, Property and Bond Funds.
About M&G Investments offshore fund range
At M&G Investments, we have a strong team-based approach to managing our funds. Our global funds are managed by an experienced team of portfolio managers at M&G Investments (UK), in close collaboration with our South African-based Multi-Asset team.
Why should I invest offshore?
Investing offshore is a great way for you to diversify your investment. Not only do you get access to stocks and sectors underrepresented on the JSE, they also serve as a hedge against emerging-market risks.
How can I invest offshore?
Our global unit trusts are available in either US dollar or rand. You can invest directly in our rand-denominated global feeder funds via the our website, while our US dollar funds are available via some of the country's leading investment platforms.
What is a feeder fund?
Our rand-denominated feeder funds allow you to invest in our US dollar global funds, without the hassle of currency conversions or exchange clearance certificates.
US dollar funds
Our US dollar-denominated funds are a great option if you already have foreign currency that you’re looking to invest or if you’re planning to purchase US dollars using rands.
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Rand denominated [R]
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M&G Global Balanced Feeder Fund
Who Should Invest
This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global assets. The recommended investment horizon is 5 years or longer. Although the fund’s investment universe is global, units in the fund are priced in rands. Investors can therefore invest without having to personally expatriate rands.
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M&G Global Bond Feeder Fund
Who Should Invest
This fund is ideal for investors seeking returns from a diversified portfolio of global debt and fixed income securities. The recommended investment horizon is 2 years (or longer when used as strategic exposure to the asset class). Although the fund’s investment universe is global, units are priced in rands. Investors can therefore invest without having to personally expatriate rands.
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M&G Global Equity Feeder Fund
Who Should Invest
This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global equity securities. The recommended investment horizon is 7 years or longer. Although the fund’s investment universe is global, units are priced in rands. Investors can therefore invest without having to personally expatriate rands.
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M&G Global Property Feeder Fund
Who Should Invest
This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global property securities. The recommended investment horizon is 7 years or longer.
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M&G Global Inflation Plus Feeder Fund
Who Should Invest
This fund is ideal for investors seeking to preserve the real value of their capital, in US dollar terms, by investing in a diversified portfolio of global assets. The recommended investment horizon is 3 years or longer. Since units are priced in rands, investors can invest without having to expatriate rands.
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M&G Global Balanced Feeder Fund Tax-free
Who Should Invest
This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global assets. The recommended investment horizon is 5 years or longer. Although the fund’s investment universe is global, units in the fund are priced in rands. Investors can therefore invest without having to personally expatriate rands.
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M&G Global Property Feeder Fund Tax-Free
Who Should Invest
This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global property securities. The recommended investment horizon is 7 years or longer.
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M&G Global Equity Feeder Fund Tax-free
Who Should Invest
This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global equity securities. The recommended investment horizon is 7 years or longer. Although the fund’s investment universe is global, units are priced in rands. Investors can therefore invest without having to personally expatriate rands.
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M&G Global Inflation Plus Feeder Fund Tax-free
Who Should Invest
This fund is ideal for investors seeking to preserve the real value of their capital, in US dollar terms, by investing in a diversified portfolio of global assets. The recommended investment horizon is 3 years or longer. Since units are priced in rands, investors can invest without having to expatriate rands.
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US Dollar denominated [$]
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M&G Global Balanced Fund
Who Should Invest
This fund is ideal investors seeking long-term capital growth from a diversified portfolio of global assets. The recommended investment horizon is 5 years or longer.
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M&G Global Bond Fund
Who Should Invest
This fund is ideal for investors seeking returns from a diversified portfolio of global debt and fixed income securities. The recommended investment horizon is 2 years (or longer when used as strategic exposure to the asset class).
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M&G Global Equity Fund
Who Should Invest
This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global equity securities. The recommended investment horizon is 7 years or longer.
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M&G Global Inflation Plus Fund
Who Should Invest
This fund is ideal for investors seeking to preserve their capital from the detrimental effects of inflation over time by investing in a diversified portfolio of global assets. The recommended investment horizon is 3 years or longer.
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M&G Global Property Fund
Who Should Invest
The fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global property securities. The recommended investment horizon is 7 years or longer.
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Namibian Dollar denominated [N$]
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M&G Namibian Balanced Fund
Who Should Invest
This medium-risk fund is ideal for investors who want steady long-term growth of their capital and income from a diverse portfolio of actively managed Namibian and global assets. The fund is suitable for building up long-term retirement capital and is managed to comply with regulations governing retirement fund investments in Namibia. The recommended investment horizon is five years or longer.
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M&G Namibian Enhanced Income Fund
Who Should Invest
This fund is ideal for investors looking for a low- to medium-risk actively managed income solution that provides a high income return, together with moderate capital growth. The recommended investment horizon is one to three years.
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M&G Namibian Inflation Plus Fund
Who Should Invest
This multi-asset class fund is ideal for investors saving for retirement, those already living off a pension and those wanting to protect their savings from the detrimental effects of inflation, thereby preserving purchasing power and earning a real return. The fund is managed to comply with regulations governing retirement fund investments in Namibia.
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M&G Namibian Money Market Fund
Who Should Invest
This fund is recommended for risk-adverse investors wanting a short-term investment with protection from equity and bond market-type volatility, who need an inexpensive safe haven to house funds while earning above-inflation returns. The recommended investment horizon is one to 12 months.