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Articles tagged as "returns"

Insights categories - Investment insights

Looking to the long term

By Mahesh Cooper on 16 Nov 2023

Reading time: 7 mins

Turning 50 is an incredible milestone for any business. Over the last five decades, South Africa has experienced immense political, economic and societal...

Insights categories - Markets and economy

Currency dynamics and returns in emerging and frontier markets

By Rami Hajjar on 31 Jul 2023

Reading time: 16 mins

Rami Hajjar considers currency dynamics in emerging and frontier markets, focusing on how currency impacts returns, and how we think about this factor when...

Insights categories - Personal investing

Risk: An essential ingredient for real long-term returns

By Nomi Bodlani on 31 Jul 2023

Reading time: 14 mins

When it comes to investing, no investor wants to lose money. In fact, as humans, we have a built-in aversion to loss. Unfortunately, by overly focusing on...

Insights categories - Investment insights

Mindful of risk

By Nadia van der Merwe on 28 Oct 2019

Reading time: 9 mins

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...

Insights categories - Personal investing

Investors need to block out 'noise' ahead of elections

By Rob Formby on 06 May 2019

Reading time: 3 mins

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...

Insights categories - Local investing

Stable Fund: Are we meeting our objectives?

By Stephan Bernard and Radhesen Naidoo on 29 Apr 2019

Reading time: 11 mins

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...

Insights categories - Offshore investing

Orbis: Key detractors from recent performance

By Radhesen Naidoo on 08 Mar 2019

Reading time: 5 mins

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...

Insights categories - Local investing

The dash for cash

By Duncan Artus and Nathan Wridgway on 28 Feb 2019

Reading time: 4 mins

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...

Insights categories - Offshore investing

Orbis: Positioning portfolios for long-term performance

By William Gray on 25 Jan 2019

Reading time: 5 mins

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

Insights categories - Investment insights

Finding opportunity in the volatility

By Andrew Lapping on 19 Apr 2018

Reading time: 5 mins

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...

Insights categories - Markets and economy

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

By Ian Liddle on 28 Jan 2015

Reading time: 5 mins

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...

Insights categories - Markets and economy

Not the time to relax risk appetite

By Ian Liddle on 28 Jan 2013

Reading time: 5 mins

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...

Insights categories - Personal investing

Make financial planning a priority in 2013

By Jeanette Marais on 10 Dec 2012

Reading time: 4 mins

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...

Insights categories - Offshore investing

High correlations present challenges

By Seema Dala and Chris du Toit on 31 Mar 2012

Reading time: 8 mins

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...

Insights categories - Investment insights

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

By Andrew Lapping on 31 Dec 2011

Reading time: 9 mins

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,...

Insights categories - Local investing

Facelift for Allan Gray fund factsheets

By Henk Pieterse on 10 Aug 2011

Reading time: 5 mins

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...

Insights categories - Local investing

Facelift for Allan Gray fund factsheets

By Henk Pieterse on 10 Aug 2011

Reading time: 5 mins

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...

Insights categories - Retirement

Living annuities for life

By Richard Carter on 31 Mar 2011

Reading time: 8 mins

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...

Insights categories - Personal investing

The offshore conundrum

By Chris du Toit on 31 Mar 2011

Reading time: 6 mins

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,...

Insights categories - Investment insights

Happy equilibrium

By Duncan Artus on 30 Sep 2010

Reading time: 7 mins

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

Insights categories - Investment insights

Happy equilibrium

By Duncan Artus on 30 Sep 2010

Reading time: 7 mins

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

Insights categories - Investment insights

The role dividends play in generating returns

By Chris du Toit on 31 Mar 2010

Reading time: 6 mins

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

Insights categories - Local investing

The Balanced Fund celebrates 10 years

By Jeanette Marais on 30 Sep 2009

Reading time: 8 mins

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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