Article tags

Articles tagged as "fees"

Insights categories - Local investing

The evolving role of balanced funds

By Tamryn Lamb on 31 Jan 2023

Reading time: 12 mins

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...

Insights categories - Local investing

Business update: The role of balanced funds

By Tamryn Lamb on 01 Dec 2022

Viewing time: 21 mins

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...

Insights categories - Investment insights

The importance of alignment

By Saleem Sonday on 27 Oct 2022

Reading time: 6 mins

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...

Insights categories - Investment insights

Podcast: A candid conversation with Orbis' Adam Karr

By Adam R. Karr on 09 Mar 2021

Listening time: 1 hr 15 mins

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...

Insights categories - Offshore investing

Orbis’ improved fee structure: Highlights and FAQ

By Tamryn Lamb on 29 Jan 2020

Reading time: 9 mins

Our offshore partner, Orbis, is improving its fee structure. We intend to implement these changes on 14 May 2020.

Insights categories - Offshore investing

Changes to Orbis’ fee structure – good news for investors

By Tamryn Lamb on 27 Jun 2019

Reading time: 7 mins

Allan Gray’s offshore partner Orbis is introducing a new fee structure for African investors.

Insights categories - Offshore investing

Orbis: A meaningfully improved fee structure

By Tamryn Lamb on 18 Jun 2019

Reading time: 9 mins

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...

Insights categories - Local investing

Fee transparency delivers value for your money

By Michael Summerton on 20 Sep 2016

Reading time: 7 mins

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...

Insights categories - Local investing

Investment platform fees reduced

By Richard Carter on 17 Mar 2016

Reading time: 4 mins

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.

Insights categories - Local investing

Presenting the Allan Gray Tax-Free Balanced Fund

By Richard Carter and Earl Van Zyl on 31 Dec 2015

Reading time: 10 mins

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...

Insights categories - Local investing

Proposed changes to the Allan Gray Equity Fund

By Richard Carter on 31 Dec 2014

Reading time: 11 mins

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...

Insights categories - Local investing

Rebates versus clean pricing: which structure benefits investors the most?

By Richard Carter on 23 Jul 2013

Reading time: 5 mins

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...


Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.