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Allan Gray Balanced Fund

Code: AGBF

Overview:

The Allan Gray Balanced Fund invests in shares, bonds, property, commodities, and cash. The fund typically invests the bulk of its foreign allowance in a mix of funds managed by Orbis Investment Management Limited, their offshore investment partner. The fund may use exchange-traded derivative contracts on stock market indices to reduce net equity exposure from time to time. The Fund is Regulation 28 compliant (up to 45% offshore and up to 75% in equity).

Fund performance

Source: Profile Data

Downloads

Suitable for Investors Who:

  • Seek steady returns and long-term capital growth  
  • Are comfortable with taking on some risk of market fluctuation and potential capital loss
  • 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:

South African Multi-Asset High Equity Market Value-Weighted Average (Excluding Allan Gray funds)

 

Strategy:

The Allan Gray Balanced Fund seeks to buy shares at a discount to their intrinsic value. By thoroughly researching companies to assess their intrinsic value from a long-term perspective. In the case of unattractive opportunities in the stock market, the Fund may increase allocation to alternative assets such as bonds, property, commodities, and cash. Furthermore, the fund managers seek to enhance the Fund’s long-term returns and manage its risk by varying the Fund’s exposure to these different asset classes over time. Allocations to bonds and money market investments are actively managed.

Fund Managers

Duncan Artus

Duncan Artus

Jacques Plaut

Jacques Plaut

Rory Kutisker-Jacobson

Tim Acker

Other funds from Allan Gray

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