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Articles tagged as "Returns"

Mindful of risk

By Nadia van der Merwe on 28 Oct 2019

Uncertain times may cause investors to shy away from risk. While it is important to be mindful of risk and understand the risks you are taking on when...

Investors need to block out 'noise' ahead of elections

By Rob Formby on 06 May 2019

It is understandable for investors to feel jittery in the run-up to the national elections, but giving too much air time to market noise is never a good idea...

Stable Fund: Are we meeting our objectives?

By Stephan Bernard and Radhesen Naidoo on 29 Apr 2019

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...

Orbis: Key detractors from recent performance

By Radhesen Naidoo on 08 Mar 2019

Periods of underperformance are stressful and disappointing, and while they are an expected part of the investment cycle for us as a contrarian manager, we...

The dash for cash

By Duncan Artus and Nathan Wridgway on 28 Feb 2019

The end of the calendar year often leads to reflection on how one’s investments have performed. Many savers are questioning the wisdom of investing in South...

Orbis: Positioning portfolios for long-term performance

By William Gray on 25 Jan 2019

William Gray, from our offshore partner, Orbis, reviews Orbis’s recent performance and discusses their investment approach in the current environment.

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...

Stable Fund: Safeguarding our clients' capital is our core focus

By Mahesh Cooper and Fiona Jeffery on 31 Mar 2015

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...

What do low global bond yields mean for South African investors?

By Ian Liddle on 28 Jan 2015

Adapted from the Chief Investment Officer’s comments, which will appear in the Allan Gray Unit Trust Annual Report, 2014. More than half of global government...

Not the time to relax risk appetite

By Ian Liddle on 28 Jan 2013

In his 1988 annual letter to shareholders, Warren Buffett wrote: ‘We have no idea how long the excesses will last, nor do we know what will change the...

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...

High correlations present challenges

By Seema Dala and Chris du Toit on 31 Mar 2012

Actively managed funds, including the Orbis Global Equity Fund, have struggled to outperform the market over the past year. Actively managed funds are able t...

It is the price you pay that counts, not the headlines

By Andrew Lapping on 31 Dec 2011

People enjoy stories; they are fun. This is true in all facets of life, including investing. Investors often have stories to tell about individual equities,...

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...

The offshore conundrum

By Chris du Toit on 31 Mar 2011

A question often asked of us is: 'How much should I invest offshore?' This question has a different answer for each person. Another, perhaps more important,...

Happy equilibrium

By Duncan Artus on 30 Sep 2010

Duncan Artus discusses the implications of the growth in the local asset management industry being focused on asset managers who variously describe their...

The role dividends play in generating returns

By Chris du Toit on 31 Mar 2010

In the previous edition of the Quarterly Commentary, Richard Carter and Roenica Botha demonstrated the importance of reinvesting income distributions from un...

The benefits and pitfalls of foreign diversification

By Chris du Toit on 30 Sep 2009

Most South African investors looking to diversify will choose to include offshore assets in their portfolio. The trick is to select the right combination of...

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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