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Allan Gray Orbis Global Optimal Fund of Funds

Code: AGOO

Overview of Allan Gray Orbis Global Optimal Fund of Funds

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. The Allan Gray Orbis Global Optimal Fund of Funds is positioned in such a way to give stable and defensive returns, even in a market downturn.

Fund performance

Source: Profile Data

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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 Allan Gray Orbis Global Optimal Fund of Funds aims to outperform the mean of its underlying Orbis funds.

Strategy of Allan Gray Orbis Global Optimal Fund of Funds

The Allan Gray Orbis Global Optimal Fund of Funds 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 Allan Gray Orbis Global Optimal Fund of Funds invests 4% into equities, 84% into hedged equities and 12% into currency.

Fund Manager

Ian Liddle

Ian Liddle

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
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?