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Allan Gray Equity Fund

Code: AGEF

Overview of Allan Gray Equity Fund

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 Allan Gray Equity Fund is considered an aggressive portfolio.

Fund performance

Source: Profile Data

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Suitable for investors who...

  • 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

Benchmark

The Allan Gray Equity fund's benchmark is the FTSE/JSE All Share Index including income.

Strategy of Allan Gray Equity Fund

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 Allan Gray Equity 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.

Fund Managers

Andrew Lapping

Andrew Lapping

Duncan Artus

Duncan Artus

Ian Liddle

Ian Liddle

Simon Raubenheimer

Simon Raubenheimer

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Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
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?