Are there restrictions as to who can invest in the Orbis funds?
Yes. Orbis does not permit investments by US persons in its offshore funds. Furthermore, a number of jurisdictions do not permit or punitively tax investments in funds that are not specifically registered for distribution in that jurisdiction. Since this may include the Orbis funds, we recommend that investors seek advice from their own professional advisors on the possible tax consequences of their transacting in or holding shares in the Orbis funds under the laws of their countries of citizenship, residence or domicile.
Related Questions
- What other funds in the current plan lineup are closed to new investors? Will any of the closed funds be available to participants who invest in the new self-directed mutual fund window?
- Why should people invest in Talents funds if they can invest directly in the listed companies of entrepreneurs?
- Can US persons invest in the Orbis funds?
