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Allan Gray Stable Fund

Code: AGSF

Overview of Allan Gray Stable Fund

The Allan Gray Stable Fund is a conservative fund which invests in a mix of shares, commodities, property, bonds and cash. For its exposure to foreign assets, the fund invests in a portfolio of funds managed by Orbis Investment Management, which is Allan Gray’s offshore investment partner. The Allan Gray Stable fund aims is to establish long-term wealth for investors. Its objective is to exceed the returns of its peers in its sector without taking on more risk. The fund is likely to have returns that are less volatile than that of balanced funds due to the fact that it has lower equity exposure.

Fund performance

Source: Profile Data

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Suitable for investors who...

  • Want safe, long-term capital growth.
  • Want a fund that complies with the regulations of retirement funds.
  • Have an investment horizon of three or more years.

Benchmark

The market value-weighted average return of funds in the South African – Multi Asset – High Equity category.

Strategy of Allan Gray Stable Fund

The top three share holdings of the Allan Gray Stable Fund are Sasol, British American Tobacco and SAB Miller. The top ten share holdings make up approximately 20% of the portfolio. The maximum net equity exposure of the Allan Gray Stable Fund is 40%. It also has maximum exposure to foreign assets as is allowed under the limits governing retirement funds.

Fund managers

Ian Liddle

Ian Liddle

Mark Dunley Owen

Mark Dunley-Owen

Other funds from Allan Gray

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