Allan Gray Stable Fund

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

The Allan Gray Stable Fund aims to provide a return that exceeds the return on call deposits plus 2%, on an after-tax basis, at an assumed rate of 25%. It also seeks to provide a high level of capital stability and to minimise the risk of loss over any two-year period.

Investor Profile

  • Are risk-averse and require a high degree of capital stability
  • Require a reasonable income but also some capital growth
  • Are retired or nearing retirement
  • Seek to preserve capital over any two-year period

Offshore Exposure:

Yes

Inception Date:

1 July 2000

Fund Code:

AGSF

Fund Manager(s):

Ian Liddle, Mark Dunley-Owen
(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.