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Articles tagged as "Balanced fund"

In pursuit of undervalued assets

By Andrew Lapping on 23 Jan 2020

The South African equity market returned 12% in 2019, after being saved at the death by December’s 3.3% return. However, this pales in comparison to the 28%...

How are our portfolios positioned to protect and grow our clients' capital?

By Duncan Artus on 24 Jan 2018

Regular readers of our commentaries would have noted that we have found an increasing number of attractive opportunities in local equities over the last 18...

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...

Presenting the Allan Gray Tax-Free Balanced Fund

By Richard Carter and Earl Van Zyl on 31 Dec 2015

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...

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