Allan Gray Orbis Global Optimal Fund of Funds
Code: AGOO
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Overview
Allan Gray invests into a variety of funds managed by their offshore partner, Orbis. These selected funds are those that are designed to give positive returns, even in volatile times. This fund is positioned in such a way to give stable and defensive returns, even in a market downturn.
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Suitable for investors who...
- Want a long term stable investment with above average returns
- Want offshore exposure
- Want a defensive investment, one which provides stable earnings regardless of the state or cycle of the global or local economy
Benchmark
The fund aims to outperform the mean of its underlying Orbis funds.
Strategy
The fund invests in both the US$ Orbis Optimal fund and the Euro Orbis Optimal fund, 71% and 29% respectively. When selecting stocks, Allan Gray has a specific long-term approach by which they consistently base their stock selection on. The fund invests 4% into equities, 84% into hedged equities and 12% into currency.
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Fund performance
Source: Profile Data
Fund managers
Ian Liddle
Other funds from Allan Gray
• Allan Gray SA Equity Fund
• Allan Gray Orbis Global Optimal Fund of Funds
• Allan Gray Orbis Global Fund of Funds
• Allan Gray Orbis Global Equity Feeder Fund
• Allan Gray Money Market Fund
• Allan Gray Bond Fund
• Allan Gray Optimal Fund
• Allan Gray Stable Fund
• Allan Gray Equity Fund
• Allan Gray Balanced Fund
• Allan Gray Orbis Global Optimal Fund of Funds
• Allan Gray Orbis Global Fund of Funds
• Allan Gray Orbis Global Equity Feeder Fund
• Allan Gray Money Market Fund
• Allan Gray Bond Fund
• Allan Gray Optimal Fund
• Allan Gray Stable Fund
• Allan Gray Equity Fund
• Allan Gray Balanced Fund