Allan Gray Optimal Fund

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

The Fund aims to provide investors with long-term positive returns higher than those available in the money market sector, irrespective of stock market returns. The Fund’s benchmark is the return on call deposits (for amounts in excess of R5m) with FirstRand Bank Limited.

Investor Profile

  • Seek steady absolute (i.e. positive) returns regardless of stock market trends
  • Require a high degree of capital stability
  • Wsh to invest in a product that offers uncorrelated returns relative to shares or bonds as a ‘building block’ in a diversified multi-asset class portfolio

Offshore Exposure:

No

Inception Date:

1 October 2002

Fund Code:

AGOF

Fund Manager(s):

Ruan Stander
Allan Gray

Subscribe to Our Newsletter



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.