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Allan Gray Balanced Fund

Code: AGBF

Overview of Allan Gray Balanced Fund

The Allan Gray Balanced fund is one of the best performing unit trusts in the balanced fund arena. The Allan Gray Balanced Fund is a unit trust that focuses on long term capital appreciation by investing in a mix of assets which comply with retirement fund investment limits. Returns are likely to be less volatile than those of equity funds. This unit trust’s objective is to establish long-term wealth for investors. It aims to outperform its peers in its sector (multi asset, high equity) without assuming more risk. The fund’s strategy is to buy shares at a discount to their intrinsic values and to vary the fund’s exposure to the different asset classes in order to enhance returns and manage risk.

Fund performance

Source: Profile Data

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Suitable for investors who...

  • Seek steady long-term capital growth
  • Are comfortable with taking on some risk of market fluctuation and potential capital loss, but typically less than that of an equity fund
  • Wish to invest in a unit trust that complies with retirement fund investment limits
  • Typically have an investment horizon of more than three years

Benchmark

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

Strategy of Allan Gray Balanced Fund

Allan Gray seeks to buy shares at a discount to their intrinsic value. They thoroughly research companies to assess their intrinsic value from a long-term perspective. This long-term perspective enables them to buy shares which are shunned by the stock market because of their unexciting or poor short-term prospects, but which are relatively attractively priced if one looks to the long term. If the stock market offers few attractive shares they may increase the Fund’s weighting to alternative assets such as bonds, property, commodities and cash, or they may partially hedge the Fund’s stock market exposure. By varying the Fund’s exposure to these different asset classes over time, Allan Gray seeks to enhance the Fund’s long-term returns and to manage its risk. The Fund’s bond and money market investments are actively managed.

Fund Managers

Duncan Artus

Duncan Artus

Jacques Plaut

Jacques Plaut

Rory Kutisker-Jacobson

Tim Acker

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