Allan Gray Umbrella Retirement Fund investment portfolios

Our carefully selected range includes two Allan Gray options , the Balanced and Stable Portfolios. The Allan Gray Balanced Portfolio provides steady, long-term capital growth. It is designed to suit most investors saving for their retirement in the Allan Gray Umbrella Retirement Fund. We also offer a selection of portfolios from the best investment managers in South Africa.

Choose your underlying portfolio

You can choose from a focused range of investment options offered by other investment managers

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INVESTMENT PORTFOLIOS AVAILABLE FOR THE ALLAN GRAY UMBRELLA RETIREMENT FUND
Allan Gray
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Allan Gray Balanced Portfolio
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Aug 2019
Allan Gray Stable Portfolio
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Aug 2019
Allan Gray Multi-Manager Moderate Portfolio
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Aug 2019
Allan Gray Multi-Manager Cautious Portfolio
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Aug 2019
27Four
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
27four Shari'ah Wealth Builder Fund
location
South African
asset class
Multi Asset
asset type
Medium Equity
FACTSHEET
Jul 2019
Coronation
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Coronation Global Absolute Portfolio
location
South African
asset class
Multi Asset
asset type
Medium Equity
FACTSHEET
Aug 2019
Coronation Global Houseview Portfolio
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Aug 2019
Coronation Inflation Plus Portfolio
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Aug 2019
Foord
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Foord Balanced Fund (Class B3)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Aug 2019
Foord Conservative Fund (Class B3)
location
South African
asset class
Multi Asset
asset type
Medium Equity
FACTSHEET
Aug 2019
Investec
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Investec Opportunity Fund (Class E)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Aug 2019
Nedgroup Investments
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Nedgroup Investments Core Diversified Fund (Class B2)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Jul 2019
Nedgroup Investments Core Guarded Fund (Class B2)
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Jul 2019
Prudential
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Prudential Balanced Fund (Pension)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Jul 2019

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 
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(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.