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Allan Gray SA Equity Fund

Code: AGDA

Overview of Allan Gray SA Equity Fund

The 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

The Fund’s benchmark is the FTSE/JSE All Share Index including income.

Strategy of Allan Gray SA Equity Fund

Allan Gray seeks to buy shares offering the best relative value while maintaining a diversified portfolio. They 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. They 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

Duncan Artus

Duncan Artus

Jacques Plaut

Rory Kutisker-Jacobson

Tim Acker

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