Investment Review – January 2019

Market Indicators

  • JSE All Share (ALSI) 54,156.75
  • Rand/Euro R 15.22
  • Rand/Pound R 17.45
  • Rand/US Dollar R 13.28
  • Rand/Aus Dollar R 9.67

Controlling the Controllables

Disappointing investment performance over the past few years has resulted in many investors starting to question the ability of the market to deliver on their long-term goals. In response, investors often try to correct for weak returns by making changes to their portfolios. Unfortunately, the reasons behind their desire to change are often emotionally driven, and are prone to error, which can lead to greater loss.

In this month’s commentary we focus on what we can and cannot control and discuss how we can focus on “controlling the controllables”.

(Click link to download PDF)

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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.