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 Fund is considered an aggressive portfolio.

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.