The Allan Gray Equity fund is a top performing unit trust which has a relatively high exposure to shares which are listed on the Johannesburg Stock Exchange (JSE). Although returns may be volatile in the short term, this is one of Allan Gray’s best performing unit trusts over the long term. It aims to outperform the JSE without assuming more risk.
Returns are likely to be volatile in the short and medium term periods. The Fund is considered an aggressive portfolio.
Want a long term investment, providing long term capital growth
Are comfortable with short term market fluctuations
Have an investment horizon of longer than five years
Are willing and able to take on risk of capital loss
Want to be fully invested in equity
The Allan Gray Equity fund's benchmark is the FTSE/JSE All Share Index including income.
The Allan Gray Equity fund invests in shares that have an active listing on the Johannesburg Stock Exchange (JSE). The fund has no offshore exposure as its investment mandate includes local equities that are listed on the JSE only. The fund has a high exposure to equity in order to achieve its objective of maximising capital. The fund’s top three share holdings are British American Tobacco, Sasol and SAB Miller. The top three sector allocations are financials, consumer goods and basic materials.