Investment Review – January 2020

Market Indicators

  • JSE All Share (ALSI) 56,079.54
  • Rand/Euro R 16.55
  • Rand/Pound R 19.70
  • Rand/US Dollar R 14.93
  • Rand/Aus Dollar R 10.00

Blue Sky Investing

As investors we are trained to be conservative (“there are no free lunches”), to expect less in future (“markets mean revert”) and to avoid the hype of the moment (“this time it’s different”). This conservative mindset underpins an industry which has the responsibility of managing other people’s money. Could it be though, that this conservative mindset is a net cost to the same investors we are aiming to serve?

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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.