Allan Gray SA Equity Fund

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Overview:

The Allan Gray SA Equity Fund invests in South African shares listed on the Johannesburg Stock Exchange (JSE). The Fund is an equity fund fully invested in shares, due to the high equity exposure returns are likely to be volatile over the short-medium term. The Fund aims to create long-term wealth for investors and to outperform the South African equity market over as measured by the Funds benchmark the FTSE/JSE All Share Index including income.

Fund performance

Source: Profile Data

Downloads

Allan Gray SA Equity Fund Fact Sheet

Suitable for Investors Who:

  • Seek to increase their exposure to JSE-listed (South African) equity
  • Seek long-term capital growth
  • Are comfortable with stock market fluctuations
  • Are prepared to accept the risk of capital loss
  • Typically have an investment horizon of 5 years or more

Benchmark:

FTSE/JSE All Share Index including income

Strategy:

The Allan Gray SA Equity Fund seeks to achieve its objective by buying shares offering the best relative value while maintaining a diversified portfolio. The Fund managers use in-house research to identify JSE-listed companies whose share prices are underpriced relative to their long-term intrinsic value. This long-term perspective enables them to buy shares shunned by the stock market because of their unexciting/poor short-term prospects. However, which may present relative value in the long term. Furthermore, the selection of shares is across all sectors of the JSE and the range of large, mid and smaller-cap shares.

Fund Managers

Duncan Artus

Jacques Plaut

Rory Kutisker-Jacobson

Tim Acker

Other funds from Allan Gray

Allan Gray SA Equity Fund
Allan Gray Orbis Global Optimal Fund of Funds
Allan Gray Orbis Global Balanced Feeder Fund
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

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