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Allan Gray Equity Fund

Code: AGEF

Overview of Allan Gray Equity Fund

The Allan Gray Equity Fund invests primarily in shares listed on the Johannesburg Stock Exchange (JSE). The Fund can invest a maximum of 45% offshore. The Fund invests the bulk of its foreign allowance in equity funds managed by Orbis Investment Management Limited, their offshore investment partner. The Fund is typically fully invested in shares. Returns are likely to be volatile, especially over short- and medium-term periods.

Fund performance

Source: Profile Data

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Suitable for investors who...

  • Seek exposure to listed equities to provide long-term capital growth
  • Are comfortable with stock market fluctuation, i.e. short- to medium-term volatility
  • Are prepared to accept the risk of capital loss
  • Typically have an investment horizon of more than five years
  • Wish to use the Fund as an equity ‘building block’ in a diversified multi-asset class portfolio

Benchmark

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

Strategy of Allan Gray Equity Fund

Allan Gray seeks to buy shares offering the best relative value while maintaining a diversified portfolio. They thoroughly research companies to assess their intrinsic value from a long-term perspective. This long-term perspective enables them to buy shares from sellers who over-react to short-term difficulties or undervalue long-term potential. They invest in a selection of shares across all sectors of the stock market, and across the range of large, mid and smaller cap shares.

Fund Managers

Duncan Artus

Duncan Artus

Jacques Plaut

Jacques Plaut

Rory Kutisker-Jacobson

Tim Acker

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