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Allan Gray Bond Fund

Code: AGBD

Overview of Allan Gray Bond Fund

The Allan Gray Bond fund is a moderately conservative fund that invests in interest baring domestic securities. The fund aims to give good returns over the long term, with the aim of outperforming the All Bond Index. As the fund invests a large portion of its assets into local bonds, the South African interest rate has a significant influence in its performance.

Fund performance

Source: Profile Data

Downloads

Suitable for investors who...

  • Want a stable long term investment
  • Want lower volatility than directly investing into bonds
  • Want a fund manager to handle bond investment

Benchmark

The Allan Gray Bond Fund aims to beat South African direct bond investment.

Strategy of Allan Gray Bond Fund

The Allan Gray Bond Fund invests in Bonds and Money Market Instruments in the following way: Government bonds (33.2%), State owned enterprises, government guaranteed (16.2%), State owned enterprises, not government guaranteed (12.7%), Corporate Bonds (23.5%) and Money Market Instruments (14.4%).

Fund Managers

Andrew Lapping

Andrew Lapping

Sandy McGregor

Sandy McGregor

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?