Allan Gray Balanced Fund

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

The Allan Gray Balanced Fund aims to earn a higher rate of return than similar balanced funds, without assuming any greater risk of loss.

Benchmark

The market value-weighted average return of funds in the South African – Multi Asset – High Equity category (excluding the Allan Gray Balanced Fund).

Investor Profile

  • Seek long-term wealth creation.
  • Have an appetite for risk similar to the average person investing in pension funds.
  • Typically have an investment horizon of three years plus

Offshore Exposure:

Yes

Inception Date:

1 October 1999

Fund Code:

AGBF

Fund Manager(s):

Ian Liddle, Duncan Artus, Andrew Lapping, Simon Raubenheimer
(Foreign assets are invested in Orbis funds)
Allan Gray

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The investment objective of the STANLIB Global Property Feeder Fund is to maximise long term total return, both capital and income growth.