While South Africa is your home, the truth is that it represents less than 1% of the global economy. This means there's, quite literally, a world of opportunity for long-term investment growth beyond our borders. With the OUTvest Global Wealth Builder, you can instantly diversify, giving yourself 100% global exposure to developed and emerging markets through thousands of stocks - all in a single investment, priced in South African Rands and all with a single low fee.
49 global markets. Over 9000 stocks over 10 sectors.
Invest in minutes, No paperwork. No docs to upload.
As low as 0.4% pa. That's the ONEFee approach.
Use our technology to keep track of your progress.
The investment vehicle within our Global Wealth Builder is the CoreShares Total World Stock ETF (Exchange Traded Fund). And even though this is available through other platforms, with us your investment fees are radically low. No need to worry about transaction costs, settlement costs, early withdrawal costs and others. Like the rest of our products, we've applied the ONEfee approach to keep investing simple and transparent.
The Global Wealth Builder is recommended for long-term wealth creation and preservation (eight years or more), not short-term gains. As with any investment vehicle traded on a stock exchange, there can be swings in value from day to day. With this big picture in mind, your investment is automatically tracked according to your desired target, giving you the information you need, when you need it.
The Global Wealth Builder is available with our Tax-Free Savings Account (TFSA), which means any investment growth
is free of tax. Build long-term wealth without having to pay Capital Gains Tax.
If you already have a TFSA, you can still invest in the Global Wealth Builder with our general investment account.
Through our advanced, automated advice system, we will ask all the right questions to ensure that the Global Wealth Builder matches your investment goals and time horizon. If we feel that this is not the right product for you, we will provide you with the necessary advice in order to make an informed decision.
If you want exposure to the stock market, but aren’t sure which stocks to select, an ETF can be the answer. Simply put, an ETF is a basket (or grouping) of stocks, bonds, commodities or other types of investments that trades on a stock exchange. You are effectively buying shares in the fund, the same as how you would buy individual stocks. However, because the fund includes many different stocks, you are diversifying your investment and your risk using a single investment.
The Coreshares Total World Stock ETF is a feeder fund, and it seeks to track the FTSE Global All Cap Index which covers 49 countries, 10 sectors and over 9000 constituents. 89% of the ETF is invested in developed markets (including the US, Japan, UK, Canada and France), and the remaining 11% in developing markets (China, Russia, Brazil and India, amongst others). To achieve its investment objective, the fund, apart from assets in liquid form, consists solely of participatory interests in the Vanguard Total World Stock ETF. The CoreShares Total World Stock ETF is listed on the Johannesburg Stock Exchange and is priced in South African Rands.
Click here for the fund fact sheet.
Like anything that trades on a stock exchange, there are going to be fluctuations in value from day to day. Because of this, we only recommend the Global Wealth Builder to those willing to invest for eight years or more, and not those looking for short-term gains.
We expect the underlying ETF to outperform inflation by 5% in an eight-year rolling time horizon. However, this cannot be guaranteed.
While this is the recommended time horizon, you are free to withdraw your money at any time without penalty.
There are usually many fees associated with buying ETFs, some of which you don’t even get to see without serious investigation. With OUTvest, however, you get to buy the CoreShares Total World Stock ETF, at a radically low fee – as little as 0.4% pa.
