Articles tagged as "Fees"
The evolving role of balanced funds
Tamryn Lamb looks at the important role balanced funds have played in your portfolio over time, the returns they have generated and the variability of these...
Business update: The role of balanced funds
This year has seen a number of meaningful changes for investors, including the introduction of higher offshore limits. At the recent Allan Gray and Orbis...
The importance of alignment
We believe that the price you pay an investment manager for managing your money should be aligned with the value they create for you over the long term. Sale...
Podcast: A candid conversation with Orbis' Adam Karr
Taking a long-term, contrarian approach has influenced every aspect of how we invest and do business at Orbis and Allan Gray. From the way the firms are...
Orbis’ improved fee structure: Highlights and FAQ
Our offshore partner, Orbis, is improving its fee structure. We intend to implement these changes on 14 May 2020.
Changes to Orbis’ fee structure – good news for investors
Allan Gray’s offshore partner Orbis is introducing a new fee structure for African investors.
Orbis: A meaningfully improved fee structure
Orbis is intending to make various changes to its fee structure which includes the creation of a mechanism to invest performance fees it earns when times are...
Fee transparency delivers value for your money
If you have tried to review your cellphone contract or home internet provider by comparing them to their competitors, only to give up in despair because of t...
Investment platform fees reduced
Our investment platform has grown over the last few years making it possible for us to reduce our administration fees to give clients better value for money.
Presenting the Allan Gray Tax-Free Balanced Fund
We are excited to announce the launch of the Allan Gray Tax-Free Balanced Fund. This new unit trust will be managed in broadly the same way as our flagship...
Proposed changes to the Allan Gray Equity Fund
Since its inception in 1998, the Allan Gray Equity Fund (the Fund) has returned 26% per year (after fees), while the benchmark FTSE/JSE All Share Index (ALSI...
Rebates versus clean pricing: which structure benefits investors the most?
A key problem in the LISP industry is that fees are complex, and different platforms use different fee structures. Many investors do not understand how much...
