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STANLIB Offshore Unit Trusts (Retail Funds)
STANLIB Offshore Unit Trusts let you invest in the world's equity, bond and currency markets through a choice of 26 investment classes. Each class offers a different level of reward and risk so you can choose those classes which best suit your investment needs. As a unitholder in the Trust you will enjoy the following benefits:
Variety - With 26 classes available you have the opportunity to invest in a wide range of regions, industry sectors and currencies throughout the world, from Europe and the United States to Australia and Asia. For a list of these 26 classes and recent fund performance please select "Fund Fact Sheets" below.
Switching - You can switch between the equity, bond, currency and managed classes as frequently as you wish.
Managed Classes - By investing in one of the three managed classes you can enjoy the benefits of a professionally managed portfolio of shares. Choose the investment strategy that best suits your circumstances - aggressive, balanced or conservative.
Low minimum investment - The minimum initial investment in any particular class is US$2,500 (or its equivalent in other currencies) with the minimum for additional investments in the same class reducing to US$1,000 (or its equivalent in other currencies).
Professional management - You have the reassurance that your investment manager is Fidelity Investments, whose reputation and business is built on its commitment to investment performance and currently manage funds of over US$940 billion for more than 17 million people and corporate investors worldwide.
Daily dealing - You can give instructions to buy, sell or switch your units on any business day.
No tax deducted - All returns are paid without the deduction of tax.
Should you wish to invest in STANLIB Offshore Unit Trusts simply read the brochure and prospectus, complete the application form and return it with your payment to the address indicated. Click on Brochure pack above to view our range of brochures and forms.
Important note
The value of units/shares in the funds depends upon the value of the underlying assets, which may fluctuate. The value of assets and income on those assets may also be affected by fluctuations in currency rates and, in some markets, exchange control and fiscal regulations. Hence the capital value of units/shares and income arising from them may fluctuate and is not guaranteed. The purchase of a unit/share in a currency fund or any of the other funds is not the same as placing funds on deposit with a bank. The Manager has no obligation to redeem units/shares at the amount of the original investment. The funds do not pay dividends, all income is capitalised.
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