Allan Gray-Orbis Global Optimal Fund of Funds

Fund Overview

Risk Profile

Low Medium High

Objective

The Allan Gray-Orbis Global Optimal Fund of Funds aims to provide a high degree of capital stability (when measured in the foreign currency denominations of the underlying Orbis Funds), while producing long-term returns that are superior to foreign currency bank deposits. The Fund’s benchmark is the simple average of the benchmarks of the underlying Orbis funds.

Investor Profile

  • Seek steady absolute returns ahead of those of cash measured in global currencies
  • Wish to invest in international assets without having to personally expatriate rands
  • Are comfortable with taking on the risk of currency fluctuation, but prefer little exposure to stock market risk
  • Wish to use the Fund as a foreign absolute return ‘building block’ in a diversified multi-asset class portfolio

Offshore Exposure:

Yes

Inception Date:

2 March 2010

Fund Code:

AGOO

Fund Manager(s):

Ian Liddle
(The underlying Orbis funds are managed by Orbis)
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.