Articles tagged as "Allan Gray Stable Fund"
Expanding our range with the Allan Gray Interest and Income funds
We have recently introduced two new funds to our offering – the Allan Gray Interest Fund and Allan Gray Income Fund. The addition of these funds broadens our...
2024: What will the election year hold?
From macroeconomic decisions to political outcomes, markets – and sentiment – can be temporarily influenced by various external factors. If 2023 will be...
Risk: An essential ingredient for real long-term returns
When it comes to investing, no investor wants to lose money. In fact, as humans, we have a built-in aversion to loss. Unfortunately, by overly focusing on...
Are low-equity funds relevant in today’s investment universe?
Low-equity unit trusts provide cautious protection against a falling market. Martine Damonse, investment specialist in the ManCo Distribution team, discusses...
Equities matter – even for a cautious investor
In recent years, we have witnessed investors on our platform moving their assets away from low-equity funds to funds that have little to no equity exposure...
Investing – risky business?
Understanding your investments, and the risks you may face when investing, can go a long way towards helping you successfully navigate trying times. Lydia...
How we approach fixed interest
Aside from our dedicated local fixed interest funds, being the Allan Gray Money Market Fund and the Allan Gray Bond Fund, we also invest in fixed interest...
In pursuit of value
The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns...
Woolworths: Not so down under
Most of you will be more than familiar with the fashion, beauty, home and food offering of retailer Woolworths, affectionately referred to as Woolies, and on...
Allan Gray Stable Fund turns 20
Over the last two decades, the Allan Gray Stable Fund has built a solid track record through dynamic asset allocation, bottom-up stock-picking and mindful ri...
Making sense of current market conditions
The current market volatility is understandably causing investors much stress. Andrew Lapping examines the impact of coronavirus and the drop of the oil pric...
Reflecting on our top equity holdings
The performance of the Allan Gray Equity, Balanced and Stable funds has been disappointing over the past couple of years. Low single-digit returns from...
Stable Fund: Are we meeting our objectives?
The investment environment over the last few years has been particularly challenging, causing the Stable Fund’s return to be more volatile than it has been...
Finding opportunity in the volatility
The first quarter proved to be a difficult one with the Allan Gray Equity, Balanced and Stable Funds all delivering negative returns. The most significant...
How has your investment been impacted by the fall in the price of Steinhoff?
Global retailer Steinhoff International Holdings NV’s share price had fallen 86.9% by close of trade on Friday 8 December, following CEO Markus Jooste’s...
Stable Fund update: An uneventful quarter
After the volatility of the previous 12 months, the quarter to the end of September was surprisingly peaceful, with generally muted asset class returns. The...
How to be a better long-term investor
Is your behaviour standing in the way of your investment success? Shaheed Mohamed helps us become more aware of common biases so that we can adjust our...
How to think about the rand when making investment decisions
Over the last few years we have been concerned about the strength of the rand and our portfolios have been positioned for currency weakness. One of our...
Stable Fund update: How to invest in ‘interesting’ times
‘May you live in interesting times' is an English expression which many believe to be a translation of a traditional Chinese curse. The expression seems to...
Interim investor update
Some clients have asked for an update on how well their investments are doing in the current very volatile market. It’s risky to respond until things have...
The upside to downside protection
Warren Buffet famously said that there are two rules when investing, 'Rule No.1: Never lose money, Rule No.2: Never forget rule No.1.' Shaun Duddy discusses...
Stable Fund: Safeguarding our clients' capital is our core focus
When we launched the Allan Gray Stable Fund (the Fund) 15 years ago, we hoped that it would provide clients with returns that were competitive with bank...
The impact of events relating to African Bank on Allan Gray Unit Trusts
African Bank’s failure has had a small, negative impact on our Allan Gray Equity, Balanced and Stable Funds. In this GrayIssue we attempt to address a broad...
How to ensure your retirement income goes the distance
It is only a number of years into retirement that the consequences of decisions made early on begin to show. If you are nearing retirement , or you are in...
Looking back at 2011 and preparing for the years ahead
South Africa has thus far been spared the crushing austerity measures affecting Europe. Three important factors have been in our favour so far: a decade of...
Foreign exposure in the Allan Gray Stable Fund
The long-term track record of the Allan Gray Stable Fund shows returns well ahead of its benchmark and satisfactory capital stability. Nevertheless, the Fund...
The Stable Fund completes a decade
The Allan Gray Stable Fund celebrated its 10-year anniversary on 1 July. This is a good time to reflect on how the Fund has performed over its first 10 years...
