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Allan Gray Bond Fund
Code: AGBD
Overview:
The Allan Gray Bond Fund invests in South African interest-bearing securities. Securities include national government, parastatal, municipal, corporate bonds, and money market instruments. The Fund price is sensitive to interest rate movements because of the long-term nature of the Fund’s investments. The duration of the Fund may differ materially from the benchmark. The Fund is Regulation 28 compliant.
Fund performance
Source: Profile Data
Downloads
Suitable for Investors Who:
- Seek to increase their bond exposure in their investment portfolio
- Are looking for returns that are above money market returns
- Are comfortable with the risk of capital depreciation
- Want a Regulation 28 compliant fund
Benchmark:
FTSE/JSE All Bond Index
Strategy:
The Allan Gray Bond Fund aims to balance credit, duration, and liquidity risks when selecting investments. The fund is actively managed and seeks to generate total returns for investors rather than trying to mirror/track the returns of the FTSE/JSE All Bond Index. When the managers cannot find value in the bond markets, the fund may allocate more funds towards cash investments to obtain better returns.
Fund Manager
Londa Nxumalo
Other funds from Allan Gray
• Allan Gray SA Equity Fund
• Allan Gray Orbis Global Optimal Fund of Funds
• Allan Gray Orbis Global Balanced Feeder Fund
• Allan Gray Orbis Global Equity Feeder Fund
• Allan Gray Money Market Fund
• Allan Gray Bond Fund
• Allan Gray Optimal Fund
• Allan Gray Stable Fund
• Allan Gray Equity Fund
• Allan Gray Balanced Fund
‹ Back to all funds
• Allan Gray Orbis Global Optimal Fund of Funds
• Allan Gray Orbis Global Balanced Feeder Fund
• Allan Gray Orbis Global Equity Feeder Fund
• Allan Gray Money Market Fund
• Allan Gray Bond Fund
• Allan Gray Optimal Fund
• Allan Gray Stable Fund
• Allan Gray Equity Fund
• Allan Gray Balanced Fund
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