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Allan Gray SA Equity Fund

Code: AGDA

Overview of Allan Gray SA Equity Fund

The Allan Gray SA Equity Fund invests in shares listed on the Johannesburg Stock Exchange (JSE). 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 JSE-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

Allan Gray SA Equity Fund aims to outperform the South African equity market over the long term, without taking on greater risk. The Fund experiences periods of underperformance in pursuit of this objective. As the Fund is less than five years old it is too early to tell if it has met its objective. However, since inception the Fund has outperformed its benchmark and we are confident that the Fund will meet its objective over the long term.

Strategy of Allan Gray SA Equity Fund

We seek to buy shares offering the best relative value while maintaining a diversified portfolio. We thoroughly research companies to assess their intrinsic value from a long-term perspective. This long-term perspective enables us to buy shares which are shunned by the stock market because of their unexciting or poor short-term prospects, but which are relatively attractively priced if one looks to the long term. We invest in a selection of shares across all sectors of the JSE, and across the range of large, mid and smaller cap shares.

Fund managers

Andrew Lapping

Andrew Lapping

Duncan Artus

Duncan Artus

Jacques Plaut

Ruan Stander

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?