Allan Gray Equity Fund

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

The Allan Gray Equity Fund aims to outperform the South African equity market (as represented by the FTSE/JSE All Share Index, including income) without assuming greater risk.

Investor Profile

  • Seek long-term wealth creation
  • Are comfortable with market fluctuation i.e. short-term volatility
  • Typically have an investment horizon of five years plus
  • Seek an equity ‘building block’ for a diversified multi-asset class portfolio

Offshore Exposure:

No (The Allan Gray Equity Fund is limited to JSE listed shares so it has no direct offshore exposure. *)

Inception Date:

1 October 1998

Fund Code:

AGEF

Fund Manager(s):

Ian Liddle, Duncan Artus, Andrew Lapping, Simon Raubenheimer
Allan Gray

* In terms of Exchange Control Circular 22/2011 JSE inward listed shares (such as British American Tobacco) are now classified as domestic, with effect from 7 December 2011.

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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.