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 Investec Managed Fund aims to provide investors with stable growth of capital over the long term. The objective is to achieve returns well in excess of the fund’s peer group average, measured over three to five year periods.