Allan Gray Stable Fund

Fund Overview

Risk Profile

Low Medium High

Objective

The Allan Gray Stable Fund aims to provide a return that exceeds the return on call deposits plus 2%, on an after-tax basis, at an assumed rate of 25%. It also seeks to provide a high level of capital stability and to minimise the risk of loss over any two-year period.

Investor Profile

  • Are risk-averse and require a high degree of capital stability
  • Require a reasonable income but also some capital growth
  • Are retired or nearing retirement
  • Seek to preserve capital over any two-year period

Offshore Exposure:

Yes

Inception Date:

1 July 2000

Fund Code:

AGSF

Fund Manager(s):

Ian Liddle, Mark Dunley-Owen
(Foreign assets are invested in Orbis funds)
Allan Gray

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.