Allan Gray-Orbis Global Fund Of Funds

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

The Allan Gray-Orbis Global Fund Of Funds aims to create long-term wealth for investors without exceeding a maximum net equity exposure limit of 75%. It aims to outperform the average return of funds subject to similar constraints without taking on more than their average risk. The Fund’s benchmark is a portfolio made up 60% by the FTSE World Index, including income, and 40% the JP Morgan Global Government Bond index.

Investor Profile

  • Seek long-term capital growth from a diversified international equity portfolio without being fully exposed to stock market risk
  • Wish to invest in international assets without having to personally expatriate rands
  • Are comfortable with taking on some risk of market and currency fluctuation and potential capital loss, but typically less than that of an equity fund
  • Typically have an investment horizon of more than five years
  • Wish to use the Fund as a foreign medium equity ‘building block’ in a diversified multi-asset class portfolio

Offshore Exposure:

Yes

Inception Date:

3 February 2004

Fund Code:

AGGF

Fund Manager(s):

Ian Liddle
(The underlying Orbis Funds are managed by Orbis)
Allan Gray

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