Investment Review – July 2026

  • JSE All Share (ALSI) 110,493.10
  • Rand/Euro R 19.01
  • Rand/Pound R 22.21
  • Rand/US Dollar R 16.50
  • Rand/Aus Dollar R 11.59

The Cost of Cash

Most investors know that cash is “safe.” Not all investors realise that over longer periods, South African cash has delivered a low real return for investors after inflation and taxes are stripped away. Safety, in this context, is a perception built on low volatility, while the inflation risk is not fully appreciated by investors.

This article argues that cash is not a low-risk asset in the financial planning world. Instead, the risk is simply deferred into the future and crystallised through opportunity cost in time. This means the long-term view of cash as an investment needs to be evaluated in context of its role and the long-term costs of holding it.

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The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.