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Articles tagged as "Allan Gray Equity Fund"

Equity Fund update: Taking a look at British American Tobacco

By Ruan Stander on 08 Feb 2019

2018 was a disappointing year for South African equity investors, with the FTSE/ JSE All Share Index returning -9%. The good news is that based on our resear...

The upside of down markets

By Andrew Lapping on 11 Jan 2019

2018 was not a good year for investors with price declines in many asset classes. The FTSE/JSE All Share Index (ALSI) fell 8.5% in 2018, or 21% when measured...

Allan Gray Equity Fund's 20th Anniversary

By Julie Campbell on 17 Oct 2018

If you had invested R1 000 in the Allan Gray Equity Fund when it was launched on 1 October 1998, it would be worth R56 572 today (at 30 September 2018). A...

Are you overly exposed to China?

By Duncan Artus on 13 Jun 2018

As South African investors we are very tuned into the local political and economic risks that we face. But what about the less obvious risks?

Equity Fund update: Focus turns to locally listed international businesses

By Duncan Artus on 04 May 2018

The market had a volatile first quarter with positive sentiment towards South African equities continuing against a backdrop of volatile international market...

Finding opportunity in the volatility

By Andrew Lapping on 19 Apr 2018

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...

Investment lessons from 2017: be patient and trust your analysis

By Andrew Lapping on 01 Feb 2018

Separating oneself from the noise is tricky. There is an enormous amount of information out there; you can listen to experts on television, read newspapers,...

Equity Fund update: Reversal of fortunes for domestically orientated sectors

By Simon Raubenheimer on 19 Jan 2018

For most of 2017, domestically orientated sectors fared poorly against the FTSE/ JSE All Share Index (ALSI). However, the last few weeks of the year saw a...

How has your investment been impacted by the fall in the price of Steinhoff?

By Andrew Lapping on 11 Dec 2017

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...

SNAPSHOT: Allan Gray Equity Fund

By Andrew Lapping on 11 Aug 2017

The Allan Gray Equity Fund is for investors who are looking to create long-term wealth by investing in shares: historically equities have been the best way t...

How our unit trusts are positioned for the current environment

By Leonard Krüger on 29 Jun 2017

The net equity exposure of our flagship unit trusts matches our risk appetite in those unit trusts and the asset allocation is managed accordingly...

Keep calm and carry on investing

By Andrew Lapping on 17 Jan 2017

The past 12 months seem to have passed particularly swiftly, maybe because fundamentally very little changed. Interestingly, the light in which investors vie...

Equity Fund update: Investing in the shade of unnerving political headlines

By Duncan Artus on 13 Jan 2017

The year 2016 will be remembered by investors as one in which politics dominated the headlines. But what do we make of it all as investors trying to focus on...

An investment case for Life Healthcare

By Ruan Stander on 31 Dec 2016

Recent news about private hospital operator Life Healthcare’s international investments has created negative sentiment about the company’s ability to allocat...

How to be a better long-term investor

By Shaheed Mohamed on 30 Sep 2016

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

By Andrew Lapping on 18 Jul 2016

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...

Annual report from the outgoing Chief Investment Officer

By Ian Liddle on 01 Mar 2016

Adapted from the Chief Investment Officer’s comments, which will appear in the Allan Gray Unit Trust Annual Report, 2015. These are Ian Liddle’s final Annual...

Interim investor update

By Rob Dower on 17 Dec 2015

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

By Shaun Duddy on 30 Jun 2015

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...

Proposed changes to the Allan Gray Equity Fund

By Richard Carter on 31 Dec 2014

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...

The impact of events relating to African Bank on Allan Gray Unit Trusts

By Ian Liddle and Andrew Lapping on 12 Aug 2014

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...

Thinking long term

By Wanita Isaacs on 30 Jun 2014

We encourage people to invest for the long term. But how long is long term and what does this mean for investment decision-making? Wanita Isaacs offers some...

Diamonds in the rough

By Leonard Krüger, Ian Liddle, Birte Schneider, Victor Seanie and Ruan Stander on 31 Mar 2014

Small- and mid-cap companies make up 16% of the FTSE/JSE All Share Index, but 25-30% of our clients' South African equity holdings. Although many of these...

Time to review your equity exposure?

By Ian Liddle on 27 Jan 2014

Adapted from the Chief Investment Officer’s comments, which will appear in the Allan Gray Unit Trust Annual Report, 2013. We aim to grow our clients’ wealth...

The risk that matters

By Delphine Govender on 30 Jun 2011

Discussions about investing are incomplete without including the topic of risk. Delphine Govender elaborates, focusing on the most important risk in investin...

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