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Articles tagged as "Asset Allocation"

Offshore investing: Not a popularity contest

By Dan Brocklebank on 10 Aug 2018

There is no such thing as a ‘popular investment opportunity’. If it’s popular, then that popularity will already be reflected in the price you have to pay. A...

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...

Junk status: Diversification is key to protect against market shocks

By Jeanette Marais on 05 May 2017

The best thing you can do during periods of heightened uncertainty is to stick to your investment plan...

Balanced Fund update: The importance of asset allocation

By Jacques Plaut on 21 Apr 2017

People often stress the importance of asset allocation. For example, we have heard it said that 90% of returns are directly due to asset allocation. We teste...

What to focus on when choosing shares and other assets

By Duncan Artus on 18 Nov 2016

How do you distinguish a good investment from a lemon? And how do you create a well-diversified portfolio? Listen to this 15-minute interview on PowerFM...

Managing portfolios in times of uncertainty

By Duncan Artus on 24 Jun 2016

My inbox is filling up with commentary about the impact of Brexit. Some of the commentary is of debatable long-term value and with news of this nature it tak...

Asset allocation: Top down, or bottom up?

By Mahesh Cooper on 07 Dec 2015

Within a multi-asset class balanced portfolio , there are different ways to manage the asset allocation. Some managers prefer to follow a ‘top-down’ strategy...

Introducing the Orbis Global Balanced Fund

By Tamryn Lamb on 22 May 2014

Like Allan Gray, Orbis has a limited range of funds which it believes addresses the needs of most investors. New funds are only introduced after very careful...

Understand your Stable Fund investment

By Claudia Del Fante and Lise-Mari Crafford on 31 Dec 2013

We have written on many occasions about the role investors play in their investment success. Key to this is understanding your fund's risk profile and...

A simple checklist for domestic asset allocation

By Duncan Artus on 07 Aug 2013

I recently read the fascinating book ‘The Success Equation: Untangling luck in Business, Sports and Investing’1, which explores, how much of one’s success or...

Make financial planning a priority in 2013

By Jeanette Marais on 10 Dec 2012

Research from the US1 shows that financial planning is a critical factor separating those who are on track to meet their financial goals and those who are...

A balancing act

By Rob Formby on 27 Sep 2012

We have written at length about the perils of switching and trying to time the market, noting how investor behaviour plays an important role in investor...

Facelift for Allan Gray fund factsheets

By Henk Pieterse on 10 Aug 2011

We have redesigned our fund factsheets as the first phase of a review of the fund information we provide in all of our documentation and on our website...

Living annuities for life

By Richard Carter on 31 Mar 2011

Living annuities need to provide an income stream for life. This means that the asset allocation in your living annuity investment should be aimed both at...

Foreign exposure in the Allan Gray Stable Fund

By Ian Liddle and Mahesh Cooper on 31 Dec 2010

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

By Richard Carter on 30 Jun 2010

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...

The Balanced Fund celebrates 10 years

By Jeanette Marais on 30 Sep 2009

On 1 October 2009 Allan Gray celebrated the 10-year anniversary of the Balanced Fund. Excluding the money market funds, at just over R29bn it is now the...

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