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Allan Gray Balanced Fund

Fund Overview

Risk Profile
Low Medium High

Objective

The Allan Gray Balanced Fund aims to earn a higher rate of return than similar balanced funds, without assuming any greater risk of loss.

Benchmark

The market value-weighted average return of funds in the South African – Multi Asset – High Equity category (excluding the Allan Gray Balanced Fund).

Investor Profile

  • Seek long-term wealth creation.
  • Have an appetite for risk similar to the average person investing in pension funds.
  • Typically have an investment horizon of three years plus

Offshore Exposure:

 Yes

Inception Date:

 1 October 1999

Fund Code:

 AGBF

Fund Manager(s):

 Ian Liddle, Duncan Artus, Andrew Lapping, Simon Raubenheimer
(Foreign assets are invested in Orbis funds)
Allan Gray

Allan Gray-Orbis Global Equity Feeder Fund

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.

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